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How do I receive a Business Overview / Weekly Summary Report every week?
Zoho Books sends a Weekly Summary Report of the organisation to the admin if the Send Weekly Summary report option is enabled. The report consists a summary of Income and Expense, Cash Flow, Transactions Overview, Top Expenses, Active Projects, Alerts, and New Feature Updates.
To enable the Send Weekly Summary report for your organisation,
- Navigate to Settings.
- Under Preferences, go to General.
- Check the Send Weekly Summary report option.
The Report is sent to the admin of the organisation every Sunday.
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