Scheduled Reports
Automate report generation and delivery with scheduled reports. Set up recurring reports to be generated and emailed automatically, saving time and ensuring regular reporting.
Introduction
Scheduled reports allow you to automate the generation and delivery of reports in bVAT. Instead of manually creating reports each period, you can set up schedules that automatically generate reports and email them to you and your team.
This feature is particularly useful for:
- Regular monthly or quarterly VAT summaries
- Weekly vendor analysis reports
- Automated compliance documentation
- Regular business insights
Feature Status
Scheduled reports is a planned feature currently in development. The functionality described in this guide represents the intended capabilities. Check the release notes or contact support for current availability.
Scheduled Report Features
Benefits:
- Saves time by eliminating manual report generation
- Ensures reports are always up to date
- Reduces the risk of missing reporting deadlines
- Allows you to focus on analysis rather than data collection
Benefits:
- Daily reports for active monitoring
- Weekly summaries for regular reviews
- Monthly reports aligned with VAT periods
- Custom schedules for specific business needs
Benefits:
- Receive reports without logging into bVAT
- Share reports easily with team members
- Maintain a record of reports in your email
- Access reports from anywhere
Benefits:
- Input VAT summaries
- Output VAT summaries
- Vendor analysis reports
- Custom filtered reports
Setting Up Scheduled Reports
1Navigate to Reports Settings
- Go to the Reports page from the main navigation
- Click on the "Settings" or "Scheduled Reports" tab
- Review available scheduling options
- Note: Scheduled reports feature is currently in development
2Select Report Type
- Choose the type of report you want to schedule
- Available options include:
- • Input VAT Summary
- • Output VAT Summary
- • Vendor Analysis
- • Custom Reports
- Select the specific report configuration
3Configure Schedule
- Choose the frequency (daily, weekly, monthly)
- Select the day and time for report generation
- For monthly reports, choose the day of the month
- Set the time zone for schedule execution
- Configure the date range or period for the report
4Set Up Email Delivery
- Enter email addresses for report delivery
- Add multiple recipients if needed
- Choose the report format (CSV, PDF, Excel)
- Configure email subject and message
- Test email delivery to ensure it works
5Activate Schedule
- Review all settings before activating
- Click "Save" or "Activate" to enable the schedule
- Confirm the schedule is active
- You'll receive a confirmation email
- Monitor the first scheduled report to verify it works
Best Practices
- Schedule reports to run after data entry periods are complete
- Align monthly reports with your VAT reporting periods
- Avoid scheduling during peak usage times
- Consider time zones if you have team members in different locations
- Set up multiple schedules for different report types if needed
- Use a dedicated email folder for scheduled reports
- Set up email filters to organize reports automatically
- Include relevant team members in report distribution
- Keep email addresses up to date
- Review email delivery logs periodically
- Test report generation manually before scheduling
- Verify that scheduled reports include all needed data
- Review report formats to ensure they meet your needs
- Adjust schedules as your business needs change
- Archive old schedules that are no longer needed
Common Issues & Troubleshooting
Scheduled report not received
Check your email spam folder. Verify the email address is correct in settings. Check that the schedule is still active. Review the schedule execution logs if available.
Report contains incorrect data
Verify the date range or period configuration. Check that VAT entries are complete for the selected period. Review the report filters and ensure they match your requirements.
Schedule not executing
Verify the schedule is active and not paused. Check the schedule time and time zone settings. Ensure bVAT services are running normally. Contact support if the issue persists.
Want to change schedule frequency
Go to Reports Settings and edit the scheduled report. Update the frequency and timing. Save the changes. The new schedule will take effect for the next report generation.
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