How can I automate exporting a report to a custom export template?

nobel Expensify Customer Posts: 3
edited February 2019 in Day to Day

I've setup report extraction format but couldn't find out how to auto generate report (eg., send on specified date and time) to system admin's or approver's email address.

please advise.



  • Sheena Trepanier
    Sheena Trepanier Expensify Team, Approved! Accountant, Expensify Student Ambassador Posts: 1,362 Expensify Team

    Hello @nobel, welcome to the COmmunity. Are you referring to a custom export template that you've built in the account or policy? If so, sadly you are not able to schedule export to occur automatically, sorry about that.

    I do think this is a great idea though and I'd be thrilled if you added it to our Ideas category so we can track the customer support for it to be added. Cheers!