How to send a scheduled report right now, and where can I see what was sent
How to send a scheduled report right now, and where can I see what was sent. A step-by-step walkthrough of the screens, buttons and fields involved.
The steps, written out
- Open Scheduled reports.
- On the schedule's row press Send now (Owner, Office Manager, Accounts). You will see "Report sent to {n} recipient(s) — see the outbox."
- Check the Recently sent table at the bottom, or Communication → Outbox (Outbox), where each email and its attachments are recorded.
Tip
The row's Last sent column shows the date and result (emails, files, row count). A schedule sends at most once per day. Whether the email actually reaches the recipient's inbox depends on the company's email delivery setup; ask your administrator if recipients do not receive it.