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Schedule Automatic PDF Reports

Contents

Introduction

You can schedule automatic PDF reports to be sent at a specific time and frequency.

Communication is critical to building trust with your clients. When it's time to send your monthly or quarterly statements, you want to generate and share them with clients consistently. Plus, you're doing the same work every month, setting up and sending PDF statements to every client.

The PDF scheduler simplifies sending regular reports to your clients by allowing you to set up automatic PDF generation and sharing. Schedule reports with just a few clicks and let your clients receive regular updates on their projects. When using the PDF Scheduler, you can choose the following details:

• Name

• Delivery Method

• Account Selection

• Recurrence

• Notifications

Getting Started

Before you can generate a PDF report, you need to:

• Build the PDF template. For steps on building a PDF template and everything you need to do to be ready to generate a PDF report, see Workflow: Generate a PDF Report.

• Decide whether you want to generate the PDF report for accounts, groups for reporting, or Households.

  Best Practice

  Generate PDF reports at the group level. It is rare to generate PDF reports at the Household level.

For more details about generating PDF Reports, see Generate a PDF Report.

Schedule the PDF Report

To schedule an automatic PDF report, follow these steps:

1. Under Client Reporting, select PDF Scheduler.
   
2. From the PDF Report Scheduler page, select Create Schedule.
   
   
3. In step 1, Names/Templates, complete the following settings and select Next.
   
   • Schedule name
   • PDF Template
   • As of date
   • Generate billing history for templates with a billing section
   • Owner

   

4. In step 2, Delivery method, set the delivery method and select Next.
   
5. In step 3, Account selection, complete the following settings and select Next.
   • Accounts/Groups
   • Account set
   • Saved search
     
     
     
6. In step 4, Recurrence, complete the following settings and select Next.
   
7. In step 5, Notification, set the Email Address.
   
8. Select Save Schedule.

Additional Resources

For more information about PDF reports, see Understanding PDF Reports.