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  3. How to schedule reports within your account

How to schedule reports within your account

You have the ability to schedule reports within your Share a Refund account. These reports can be sent on a weekly, biweekly or monthly basis and on the day of the week that works best for your business needs. The intent of this article is to outline the steps required to schedule different reports within your Share a Refund account.

Schedule reports within your Share a Refund account

  1. Log in to your account.
  2. Tap Reports in the left sidebar menu.
  3. Navigate to Export data card on the page.
  4. Tap the Report schedules button.
  5. Select the options within the Add report schedule card.
  6. Tap Schedule report button.

Next steps

Updated on January 15, 2019

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