Automatically create a recurring expense report every week or month.
To set up a recurring Expense Report:
1. Go to Reports > Create page
2. In Step 1 enter Report Name
3. Step 2 select Recurring Report button
4. In the drop-down - select Weekly or Monthly
6. Add any rules to filter your reports
7. Click Save
The recurring report will be listed on the left-hand side of the page. Your report will be automatically created on a weekly or monthly basis based on the day and date you selected.
For further assistance contact firstname.lastname@example.org