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September 21, 2022
Question

Custom reports email notification are not sent as per schedule.

  • September 21, 2022
  • 1 reply
  • 0 views
I have created custom report and configured e-mail notification to send the report at set frequency on monthly basis.  The reports are not being sent

1 reply

September 21, 2022

Hello, dbhagat-cmitsolu. 

 

Thank you for reaching out to the Community. Let's get this sorted.

 

In QuickBooks, If you made changes in the customization on a report, you need to save it again to preserve the changes. If there are no changes made, the scheduled report may be damaged. To isolate this, let's delete and recreate the scheduled report. Be sure to manually select the date on the Dates drop-down and not the customized date. 

 

Here's how: 

  1. On the left pane, select Reports.
  2. Go to the Custom reports tab, then find the report.
  3. Select the ACTION column drop-down menu, then choose Delete.

 

If the same thing happens, I'd suggest reaching out again to our Online Support. This way, they can do screen-sharing and verify this issue further. 

  

 For additional reference, you can use the following articles to customize, export, and manage saved reports: 

 

 

Let me know how it goes. I want to ensure this is taken care of. Just tap the Reply button below if you have additional questions. I'll be here to help however I can. Have a good one.

September 22, 2022

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