Find a report
Step 1: Open reports
Reports are grouped by module. Choose CSV next to a report to download it. For dated exports, pick the Period for dated exports first.
Where to find it- Reports
Step 2: Compare branches
Open Organization overview for the main figures across modules, filtered by branch and period, with a branch comparison and Export CSV.
Tip: Most list pages also have Export CSV, which exports what the list is showing.
Send reports on a schedule
Step 1: Create a schedule
Under Scheduled reports, choose New schedule. Enter a Name, pick the Report, the Frequency (Daily, Weekly or Monthly), Next run date and Recipients. Choose Create schedule.
Where to find it- Settings
- Automation & reports
- Each run saves the CSV in Documents and notifies the recipients in the app and by email. Run now runs it straight away.
Reminders and automatic jobs
- Automation & reports lists the reminders and automatic jobs for each module you use, when they run, and where to change them.
- Set the Start time under Daily run time to choose when daily reminders go out.
- Job history shows each daily run and what it did, for the last 90 days.
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If a step doesn’t match what you see, or you’re stuck, tell us and we’ll help. Email support@qlomack.com or call 7337546393.