How to send the report now without scheduling

To send the report immediately without creating a schedule, follow these steps:

1. Navigate to Settings.

2. Go to Report Scheduling in the Other section.

3. Click the Send Report Now blue button.

4. Fill in the pop-up box:

Select the period.

Choose the payee/payees to whom the report should be sent.

Choose the report/reports that should be sent.

Select the file type

5. Click the blue Send Now button.