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    Homechevron_rightFeatureschevron_rightReport Automation
    automationREPORT AUTOMATION

    Reports ThatArriveWhen You Need Them

    schedule100% Automateddescription75+ Report Types

    Schedule reports to run automatically and land in your inbox. No more manual report generation every day, week, or month.

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    /reports · Schedules
    Reports › Scheduled ReportsScheduled Reports12 active schedules+ New ScheduleReport NameFormatScheduleRecipientsLast RunStatusSales RegisterPDFDaily 8 AMManagement04 Jun 26ActiveGSTR-3B SummaryExcelMonthly 1stAccounts01 Jun 26ActiveP&L StatementPDFWeekly MonDirectors02 Jun 26ActiveStock ReportExcelDaily 6 PMWarehouse04 Jun 26ActiveTDS RegisterPDFQuarterlyCA Firm31 Mar 26Paused
    schedule12 Active Schedules

    6-Step Automation Workflow

    Configure once, schedule, and forget. Reports are delivered automatically on your schedule.

    tune
    01

    Configure Schedule

    Select report, set frequency (daily/weekly/monthly), and define delivery time

    description
    02

    Choose Report

    Pick from 75+ report types — Sales Register, P&L, GSTR-3B, TDS, Stock, and more

    file_present
    03

    Select Format

    Export as PDF for presentations or Excel for analysis and data crunching

    group
    04

    Set Recipients

    Add individual emails or distribution groups — Management, Accounts, Warehouse

    play_arrow
    05

    Activate Automation

    Toggle on. First report runs immediately to confirm everything looks right

    auto_awesome
    06

    Auto-Deliver

    Reports land in inbox automatically. Email, WhatsApp, or cloud storage

    Report Automation Features

    Set it once. Get reports delivered forever.

    calendar_monthSCHD

    Scheduled Reports

    Daily, weekly, monthly, or custom dates. Never forget to generate a report again.

    DailyWeeklyMonthly
    mailEMAIL

    Auto-Email Delivery

    Reports land directly in your inbox and your team's inbox as PDF or Excel.

    GmailOutlookSMTP
    picture_as_pdfPDF

    PDF Export

    Professional PDF reports with company logo, colour scheme, and preferred layout.

    BrandedPrint-ready
    table_chartXLS

    Excel Export

    Raw data Excel exports for pivot analysis, filtering, and further processing.

    Raw dataPivot-ready
    groupDIST

    Distribution Groups

    Create groups like Management, Accounts, or Sales. Each gets relevant reports.

    BulkRole-based
    historyLOG

    Delivery Log

    Full audit trail of every scheduled run — success, failure, and delivery status.

    AuditStatus

    Screens From Your TimePe ERP

    Schedule management, delivery log, and report configuration — all inside your ERP.

    /reports · Schedules
    Reports › Scheduled ReportsScheduled Reports12 active schedules+ New ScheduleReport NameFormatScheduleRecipientsLast RunStatusSales RegisterPDFDaily 8 AMManagement04 Jun 26ActiveGSTR-3B SummaryExcelMonthly 1stAccounts01 Jun 26ActiveP&L StatementPDFWeekly MonDirectors02 Jun 26ActiveStock ReportExcelDaily 6 PMWarehouse04 Jun 26ActiveTDS RegisterPDFQuarterlyCA Firm31 Mar 26Paused

    Schedule list

    View all active schedules, status, next run time.

    /reports · Delivery Log
    Reports › Scheduled ReportsScheduled Reports12 active schedules+ New ScheduleReport NameFormatScheduleRecipientsLast RunStatusSales RegisterPDFDaily 8 AMManagement04 Jun 26ActiveGSTR-3B SummaryExcelMonthly 1stAccounts01 Jun 26ActiveP&L StatementPDFWeekly MonDirectors02 Jun 26ActiveStock ReportExcelDaily 6 PMWarehouse04 Jun 26ActiveTDS RegisterPDFQuarterlyCA Firm31 Mar 26Paused

    Delivery log

    Every scheduled run logged with status and recipients.

    /reports · New Schedule
    Reports › Scheduled ReportsScheduled Reports12 active schedules+ New ScheduleReport NameFormatScheduleRecipientsLast RunStatusSales RegisterPDFDaily 8 AMManagement04 Jun 26ActiveGSTR-3B SummaryExcelMonthly 1stAccounts01 Jun 26ActiveP&L StatementPDFWeekly MonDirectors02 Jun 26ActiveStock ReportExcelDaily 6 PMWarehouse04 Jun 26ActiveTDS RegisterPDFQuarterlyCA Firm31 Mar 26Paused

    New schedule form

    Configure report, format, frequency, and recipients.

    Seamless Integrations

    Works with your existing tools and workflows.

    mail

    Email Integration

    Deliver reports via Gmail, Outlook, or any SMTP server with BCC/CC support.

    cloud

    Cloud Storage

    Auto-upload to Google Drive, Dropbox, or OneDrive. Share links instead of attachments.

    whatsapp

    WhatsApp Delivery

    Send report summaries and PDFs directly via WhatsApp for quick reviews.

    How It Works

    Three simple steps to never generate a report manually again.

    tune
    1

    Configure

    Select the report, format (PDF/Excel), schedule (daily/weekly/monthly), and recipients.

    play_arrow
    2

    Activate

    Toggle the automation on. Your first report runs immediately to confirm everything looks right.

    auto_awesome
    3

    Relax

    Reports are generated and delivered automatically. You get a notification when each report lands.

    Reports & Logs

    Track every automated report run and delivery.

    Schedule ListDelivery LogFailed Report Log

    Related modules

    MIS AnalyticsFinancial ReportsGST ComplianceDashboard & KPINotificationsGSTR-2B Reconciliation

    Ready to Automate Your Reports?

    14-day free trial. No credit card. Free data migration from Tally.

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