Types of reports
There are two types of reports:
- Immediate report: this report is generated at the moment and the user can select a single account to generate the report and the dates. Once the report is generated, a successful toast will appear at the top of the screen and the email will be sent:
- Recurrent report: this report is generated daily, weekly, or monthly, and will include all the active accounts of the client in the report. You can choose the type of format you want to receive your report in as well:
- Daily Report: it's generated once a day at 10:16 am GMT+1
- Weekly report: it's generated once a week on Sundays at 08:16 pm GMT+1
- Monthly report: it's generated once a month, on the first day of the month at 06:16 am GMT+1
Report formats
- Toqio data
- A3
- Xero
- Sage
Updated about 1 year ago