Go to Applications > Reports > Reports Home

 

 

Click on Scheduled

 

 

Click Edit for another property schedule - this example I used The Residences at Escaya

 

 

 

Click Duplicate

 

 

Update the Name & Description

Name: Property Number_Property Name

Description: Property Number_Property Name_Weekly Financials

Save

 

 

Go to the Report Click More Actions > Edit Schedule

 

 

Choose the Location

Start Date *The following Friday

Recurrence: Weeks

Every: 1

 

 

Delivery Options

Check the Email Box

Email to: Business Manager, Regional Manager, VP of Operations for the Region, Regional Maintenance Tech, Jarvis, Lisa Clark, and Julia.  

Subject: Property Number_Property Name_Weekly Financials

Message: Attached are the Weekly Financial Reports.

Save