Setting up an Email Report is quick and easy. From your administrative dashboard, go to Reports > Email Reports.
- Click the green "New Email Report" at the top-right corner of the page.
- Enter in the email address you'd like to send the report to.
- Select the funds you'd like to include - you can either include all funds in the email, or choose just one.
- Select the frequency you'd like to receive the email report - either weekly or monthly.
- Optionally, you can choose to include a reconciliation CSV export in your email. Click the checkbox to include it.
- Click "Create" to save.
