LiveFlow raises $13.5 million Series A led by New York-based Valar Ventures and launches LiveFlow Next to revolutionize finance!
Read MoreJoin LiveFlow

How to automate group reports?

1. Navigate to the Custom Reports tab from the Reports dashboard 2. Click the Edit button next to a group 3. Click the Set Email Schedule to turn it on 4. Complete the required fields, and click Attach the report as an Excel file, if you would prefer a spreadsheet to a .pdf. 5. Click Save and Close.