Documentation Index

Fetch the complete documentation index at: https://help.cintra.co.uk/llms.txt

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Scheduling reports

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Capture Expense can run reports automatically and deliver them by email as a PDF attachment.

Setting up a report schedule

  1. Go to Setup > Settings > Reports.

  2. Click Add Report Schedule.

  1. Ensure Active is selected.

  2. Enter a name for the report.

  3. Select a subject, e.g. Vehicle Checklist.

  4. Select how frequently the report runs.

  5. Enter the email addresses of the recipients in a comma-separated list, e.g. finance@company.com, admin@company.com.

  6. Click Save. The report schedule is created and appears in the Reports tab.

For more information, see the vehicle checklist report.

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