Setting up an Email Report is quick and easy. From your administrative dashboard, go to Reports > Email Reports

  1. Click the green "New Email Report" at the top-right corner of the page.
  2. Enter in the email address you'd like to send the report to.
  3. Select the funds you'd like to include - you can either include all funds in the email, or choose just one.
  4. Select the frequency you'd like to receive the email report - either weekly or monthly.
  5. Optionally, you can choose to include a reconciliation CSV export in your email. Click the checkbox to include it.
  6. Click "Create" to save.