On the Profit and Loss report page, click Customize. Now all the Management Reports will get run automatically and sent to your partner on the first Monday of each month.
Save Customizations To save your changes to this report, click Save Customizations in the top row of options. Click Set the email schedule for this Group. These reports can be saved as templates for use with other client files and for updating with future dated information.
Add this report to your Management Reports group, following the same steps you did in the last example. Browse to the computer folder to which your Excel workbook should be saved and give the workbook a filename. More tutorials. Use the arrow pointing to the right to include the selected statement or document in the PDF Contents pane.
To do this, first go to the Reports screen and find the group under the My Custom Reports tab. To do this, click on the box next to Transaction Date. To do this from the Home Screen, go to the Reports tab on the left navigation bar.