Scheduling and sharing reports

Scheduling and sharing reports — this article covers what it is, where it lives in OneSuit and exactly what to do. Part of the Reports & AI Analytics section of the OneSuit Knowledge Base.

Where to find it: Reports

Steps

1. Export the report.
2. Attach to email or WhatsApp.
3. Recurring scheduled emails are on the roadmap.

Tips

• Give your accountant a login instead of emailing reports.

Need help?

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