Open the report, set the period and filters you want, then use Export for CSV, Excel or PDF. The export contains exactly what is on screen, including your filters.
To receive a report regularly, use the schedule option on the report. Choose the frequency and the recipients and Trabalance sends it automatically.
Scheduled reports run against the period as it stands when they are sent, so a monthly report scheduled for the 1st covers the month just ended.
Recipients do not need Trabalance accounts to receive a scheduled report, but anyone opening the report in the app does need permission for it.
Try it in the live demo: Open reporting
Still stuck? Start a chat.
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