Manually initiating report exports can become effort intensive. If your organization routinely pulls reports, it is helpful to establish a schedule for reports to send automatically. This guide outlines the steps to take to schedule send reports.

To schedule send a report

1. Login to Modern Treasury
2. View as the associated Organization
3. Head to Reporting
4. Select the report you wish to schedule send
5. In the upper right corner, click on the ellipses (...) dropdown menu, and select 'Add Schedule'
6. A window will appear allowing you to select your desired cadence (Frequency, Days, Time, etc.)
7. When the filters have been set, click 'Save' to finish

Frequently Asked Questions

Who will receive the report export?