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Scheduled email reports

Any report can email itself to you — the board treasurer gets the Revenue report every month without anyone remembering to run it. Each delivery arrives with the report attached as CSV + PDF.

Schedule a delivery

Section titled “Schedule a delivery”
  1. Open the report under Reports and click Schedule email.
  2. Pick a Frequency:
    • Weekly — covers the previous Monday–Sunday and goes out Monday morning.
    • Monthly — covers the previous calendar month and goes out on the 1st.
  3. Add up to 20 Recipients. Anyone with an email address works — recipients don’t need a Memberley account, so board members and accountants are fine.
  4. Save the schedule.

Aging receivables is always a current snapshot, so a scheduled delivery of it reports the balances as of the morning it sends rather than a date range.

See and stop deliveries

Section titled “See and stop deliveries”

The Scheduled email deliveries card at the bottom of the Reports page lists every schedule in your organization — the report, its frequency, its recipients, and when it next sends. Click the trash icon on a row to stop that delivery; past emails are unaffected.

Section titled “Related”