Configuring Scheduled Report
Product Team
Updated: Apr 15, 2025
Description
Click through a step-by-step, interactive demo walkthrough of Doku, powered by Supademo.
Steps
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First off, go to Reports
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Go to Transactions
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Then, click on "Export".
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Following that, click on "Scheduled Export".
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Fill out the report name
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Select your desired frequency
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On this example, we will use "Daily"
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Although you can choose between daily, weekly, or monthly
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Please keep in mind that:
- The report being sent is yesterday's data
- Emails are sent at 8 AM ICT
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Click on "Select file format".
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For this example, we will use XLSX
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Click here to tick the checkbox to choose recipient email
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Fill out the recipient email here
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Click on "Add Email".
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You can preview the generated report by downloading the sample here
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You can customize the columns to show on your report here
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Simply click on the icon "+" to add your desired column
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Then, click "Apply" to confirm
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Complete the captcha before completing the process
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Finally, click on "Save"
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Enjoyed the guided demo?