Emailing a report

Sending one

In a page's export window, choose Email.

• Recipients: pick from your team and your company's contacts, or type any email address.
• Subject and an optional message.
• Attachment: PDF, Excel, or both, where the page offers them.

The report goes out as an attachment, built with the same options as a download.

What can be emailed

The trial balance, the balance sheet, income statement and cash flow statement (including consolidated statements), KPIs, Budget Analysis, forecasts, and loan amortization schedules.

A few differences:

• Cash Flow Statement: sent as a PDF.
• Income Statement: can put a summary (revenue, gross profit and net income) in the email itself.
• Depreciation schedules and scorecards can't be emailed yet; download the depreciation schedule and attach it yourself.

Adding contacts

People you send reports to often, like your banker or your accountant, can be added as company contacts by your administrator under Settings → Contacts, so they're there to pick next time.