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Sayl

Finance, GST & Accounting · Accounting

Scheduled Reports

Email a Profit & Loss, Balance Sheet or aging report to your team on a schedule from Sayl Finance.

Try it in the live demoFinance → Accounting → Scheduled Reports

What it is for

Scheduled Reports emails a report to whoever needs it, on a cadence - as a CSV attachment, no login required - so your accountant or partners get the numbers without asking.

How it works

  • Pick a report, a start date, how often it repeats and the recipients. Each run emails a CSV of that report to every recipient.
  • The list shows the next run, the last run and whether the schedule is active or paused. A schedule can be paused and resumed at any time.

Step by step

Every screenshot is from the live demo. The highlighted button is the one to click - nothing here is saved in the demo, so you can follow along freely.

  1. 1

    Open Scheduled Reports

    Finance → Accounting → Scheduled Reports.

    Scheduled Reports - Open Scheduled Reports
  2. 2

    Click New schedule

    The button is at the top right (highlighted).

  3. 3

    Choose the report and cadence

    Pick the report (for example Profit & Loss), the start date, the frequency and how often.

    Scheduled Reports - Choose the report and cadence
  4. 4

    Add recipients

    Type an email address and press Enter or a comma to add it; add as many as you need.

  5. 5

    Create the schedule

    Click Create schedule (highlighted).