Scheduled Reports allow you to automate delivery of specific reports on a daily, weekly, or monthly cadence. This article lists which report types can be scheduled and gives a quick overview of how each report is typically used.
What you’ll find in this article
Reports that support scheduling
What each scheduled report is commonly used for
Tips for choosing the right report to schedule
Reports that can be scheduled
The following reports are available in the Report dropdown when creating a scheduled report:
Club Finance: AR Aging
Club Finance: Cash Transaction Detail
Club Finance: Cash Transaction Summary
Club Finance: Revenue Transactions for Accrual Clubs
Club Finance: Revenue Transactions for Cash Clubs
Club Finance: Team Finance
Club Finance: Team Finance Details
How to use each scheduled report
Club Finance: AR Aging
Use this report to monitor outstanding balances over time. It is commonly scheduled for finance check-ins so you can track what is unpaid and identify accounts that need follow up.
Club Finance: Cash Transaction Detail
Use this report when you need a transaction-level view of cash activity. It is a good option to schedule if you regularly reconcile deposits, refunds, or daily payment activity.
Club Finance: Cash Transaction Summary
Use this report for a higher-level view of cash activity without the line-by-line detail. It is commonly scheduled for weekly or monthly finance summaries shared with leadership.
Club Finance: Revenue Transactions for Accrual Clubs
Use this report if your club tracks revenue on an accrual basis. It is helpful for consistent revenue reporting, month-end close workflows, and tracking earned revenue trends over time.
Club Finance: Revenue Transactions for Cash Clubs
Use this report if your club tracks revenue on a cash basis. It is helpful for monitoring collected revenue, producing regular financial updates, and keeping stakeholders aligned on cash activity.
Club Finance: Team Finance
Use this report to monitor financial activity at the team level. It can help directors and admins review team-based balances and revenue trends, and spot where follow-up may be needed.
Club Finance: Team Finance Details
Use this report when you need a more detailed breakdown of team-level financial activity. It is a good option to schedule if you are regularly reconciling team charges, payments, or outstanding balances and want line-level visibility.
Tips for choosing the right report
If you need to follow up on unpaid balances, schedule AR Aging.
If you need detail for reconciliation, schedule Cash Transaction Detail.
If you want a quick snapshot for stakeholders, schedule Cash Transaction Summary.
Choose the Revenue Transactions report that matches how your club accounts for revenue (accrual vs cash).
If you are monitoring finances by team, schedule Team Finance, and use Team Finance Details when you need a deeper breakdown.
FAQs
Which reports can be automated using Scheduled Reports?
You can schedule AR Aging, Cash Transaction Detail, Cash Transaction Summary, Revenue Transactions for Accrual Clubs, Revenue Transactions for Cash Clubs, Team Finance, and Team Finance Details.
How do I know which Revenue Transactions report to schedule?
Choose the Revenue Transactions report that matches how your club accounts for revenue: accrual basis or cash basis.
Which report should I schedule for unpaid balance monitoring?
Schedule Club Finance: AR Aging to track outstanding balances and support follow up.
Which report is best for leadership finance summaries?
Cash Transaction Summary is commonly scheduled for weekly or monthly finance summaries shared with leadership.