Save your queries and get them by email
Accounting
Save the reports you use most to My queries, get them by email every week or month and add them to your Home page
In this tutorial, we show you how to keep the reports you use most to hand. You save a query to My queries to open it in one click, schedule it to arrive by email every week or every month, with the period and format you choose, and pause it when you don’t need it. And if you want to see it every day, you add it to your Home page as one more card.
Video transcript
Let's see how to save the queries you use most, get them by email without having to look for them, and keep them in view on your Home page. In Reports, open the query you want to keep to hand. For example, Sales month by month. With the result in front of you, open Save and choose Save to My queries.
It suggests a name. Keep it or type another, and save it. To get it by email, in Save choose Schedule email. With the same name, the email follows the query you've saved. You decide how often it arrives, which period it covers, counted from the day it's sent, and in which format. Click Schedule. The first one will arrive on the first of the month, first thing in the morning, with the report attached.
Above the result you can see the scheduled email, and from its menu you can edit it, ask for a test or pause it. When you close it, you'll find it in My queries, with a clock reminding you it comes by email. And Scheduled emails lists all of them, with the date of the next one and its status. If you're going on holiday, open its menu and pause it.
It won't arrive until you resume it. And to see it every day, add it to your Home page. Open it, and in Save choose Add to the Home page. Keep the name and click Add. The card comes first on your Home page, with the period you choose there. And that's it. Your key figures are waiting for you every morning, in your inbox or as soon as you open FacturaDirecta.
