Automating PDF Reports

Don't have enough time to run the same reports over and over again? Why not automate them? With ProfitSee, you can!

Don't have enough time to run the same reports over and over again? Why not automate them? With ProfitSee, you can! 

Automating PDF Reports:

1. Log into your ProfitSee account and open the company file for which you would like to automate reports.

2. Select the"Reports"tab on the left-hand side.

3. Click on"New Schedule"to set up your automated report.

4. When the scheduling window pops up, select the following:

     a) Start date

     b) Time the report should be emailed

     c) Frequency: Select from the drop down (Daily, Weekly or Monthly)

     d) Reporting Date: Select from the drop down (as at run date, as at end of previous month, as at end of 2nd last month)

         NOTE:this applies to each report's MTD, QTD, YTD period setting, but not to the rolling reports and 3-Way Cashflow Forecast

     e) Email address(es) to send report to

     f) Optional fields: Filename, Mail Subject, Mail Body

     g) Reporting Type: Select from the drop down (Financial Report or 3-Way Cashflow Forecast)

     h) Template: For more information on creating a template, please see Create Your Own Report Template

     i) Branding: For more information on creating your own branding, please see the article Adding Your Branding, Logo, and Color Scheme



5. Click on "Schedule Report". This report will now be generated and emailed automatically at the frequency specified!