## Documentation Index

Access the complete documentation index at:
https://www.zoho.com/uk/books/kb/llms.txt

Use this file to discover all available documentation pages before proceeding.

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# How do I schedule a report to be generated on a regular basis in Zoho Books?

Zoho Books allows you to schedule a report to be generated on a Weekly, Monthly, Quarterly or Yearly basis as per your preference. The generated report will then be sent to an email address of your choice.

To schedule a report:

*   Go to **Reports** and select a report which you wish to be generated based on a schedule.
*   Click on the **Schedule Report** option at the top next to the **Print** icon.
*   In the pop-up that follows, select the criteria based on which you wish to schedule the report. This includes **Schedule, Start Date & Time** and **Email Recipients**.
*   Also, mention the format(PDF, CSV or XLS) in which the report should be generated.

![Schedule Report](/books/kb/images/reports/schedule-report.png)

*   Finally, click **Save**.