> ## Documentation Index > Fetch the complete documentation index at: https://docs.hitaji360.com/llms.txt > Use this file to discover all available pages before exploring further. # Report Presets & Scheduled Delivery > Financial reports — Trial Balance, Balance Sheet, Profit & Loss, Cash Flow, General Ledger, Account Ledger, Aged Receivables and Aged Payables — usually… Financial reports — Trial Balance, Balance Sheet, Profit & Loss, Cash Flow, General Ledger, Account Ledger, Aged Receivables and Aged Payables — usually get run with the same filters over and over (same date range style, same branch, same cost centre). A **preset** saves a report's current filter set under a name so you can reload it in one click. A **schedule** takes a preset and emails the report to a list of recipients on a recurring cadence (e.g. "Trial Balance, first of every month, to the finance team"). > Presets and schedules are **per accounting book**. Each business has its own > book, so presets you save are scoped to the business you're working in. **You'll find this on each report page**, in the **Saved presets** panel — for example `/accounting/reports/trial-balance`, `/accounting/reports/balance-sheet`, `/accounting/reports/aged-receivables`, and the other report routes under `/accounting/reports/...`. > 📷 *Screenshot: A financial report page with the Saved presets panel shown above the report body — to be added.* *** ## Presets A preset stores the **exact filter values** showing on the report at the moment you save it. Reloading the preset re-applies those filters to the page. ### Save the current filters as a preset 1. Open a report and set its filters the way you want them. 2. In the **Saved presets** panel, type a name into **"Save current filters as"** (for example, `Monthly TB — All branches`). 3. Optionally tick **Share with team** (see below). 4. Click **Save**. > 📷 *Screenshot: Saved presets panel with the name field, "Share with team" checkbox and Save button — to be added.* | Field | Meaning | | ------------------- | ------------------------------------------------------------------------------------ | | **Name** | A label for the preset (required). | | **Share with team** | Off = private to you. On = visible to everyone who can see this report in this book. | ### Load a preset Click a preset's name in the list — its saved filters are applied to the report immediately. ### Delete a preset Click the trash icon on the preset row and confirm. **Deleting a preset also removes any schedules attached to it.** > 📷 *Screenshot: A preset row showing the name, a "Shared" badge, and the schedule (clock) and delete (trash) icons — to be added.* ### Private vs shared * **Private (default):** only you can see, load, edit, delete, or schedule the preset. * **Shared:** the whole team can **see and load** it. But only **you, the owner**, can edit it, delete it, or attach/change schedules on it. Sharing makes a preset reusable without handing the team control over its outbound email schedules. *** ## Schedules — recurring email delivery A schedule runs a preset automatically on a cron cadence and emails the rendered report to a recipient list. Open the schedule editor with the **clock icon** on a preset row. > 📷 *Screenshot: "Schedule recurring run" modal showing existing schedules and the "Add a schedule" form — to be added.* ### Create a schedule 1. Click the **clock icon** on the preset you want to schedule. 2. In **Add a schedule**, choose: * **Cadence** — pick a ready-made cadence or **Custom cron...** for your own expression. * **Format** — PDF, Excel (.xlsx) or CSV. * **Timezone** — the IANA zone the cadence is read in (defaults to your browser's zone). * **Recipients** — one or more email addresses, comma- or newline-separated. 3. Click **Create schedule**. | Field | Notes | | -------------- | ---------------------------------------------------------------------------------------------------------------- | | **Cadence** | Curated options (below) or a custom 5-field cron expression. | | **Format** | PDF / Excel / CSV. **See the important note below.** | | **Timezone** | An IANA name such as `Africa/Kampala`. The cron time is interpreted in this zone. | | **Recipients** | Email addresses only; entries without an `@` are ignored, and duplicates are de-duped. At least one is required. | **Built-in cadence options:** | Label | Cron | | ----------------------------------- | ------------------ | | Daily at 06:00 | `0 6 * * *` | | Daily at 18:00 | `0 18 * * *` | | Weekly Mon 06:00 | `0 6 * * 1` | | Weekly Fri 17:00 | `0 17 * * 5` | | Monthly 1st 06:00 | `0 6 1 * *` | | Quarterly (1 Jan/Apr/Jul/Oct 06:00) | `0 6 1 1,4,7,10 *` | > **Format support — known limitation.** The schedule form offers PDF, Excel > and CSV and defaults to **PDF**, but the server currently accepts **CSV > schedules only** (PDF/XLSX rendering is synchronous-only and not yet wired into > scheduled delivery). If you try to create a non-CSV schedule it will be > rejected with a message to that effect. **Choose CSV** when creating a schedule > until this is lifted. ### Manage existing schedules Each schedule in the list shows its cron expression, format, timezone, status, recipients, next run time, and the last error (if any). Per schedule you can: | Control | What it does | | ----------------------- | --------------------------------------------------------------------------------------------------------- | | **Run now** (play icon) | Sends the report to the recipients immediately, out of band, without waiting for the next scheduled tick. | | **Pause / Resume** | Pauses a running schedule, or resumes a paused one. Paused schedules don't fire. | | **Edit timezone** | Click the timezone badge to change the IANA zone in place. | | **Delete** (trash icon) | Stops the schedule permanently and removes it. Recipients stop receiving the report. | > 📷 *Screenshot: An existing schedule row with cron code, format badge, timezone badge, status, and the run-now / pause / delete actions — to be added.* **Statuses:** `active` (running), `paused` (manually paused), `failed` (a run errored — check **Last error**). *** ## Frozen-period snapshots (for reference) Separately from presets, the accounting module can **freeze** a report's result for a closed period so that re-running the same report at the same as-of date returns the exact same numbers byte-for-byte — an auditor-grade close. Open periods always recompute live. This freezing is part of period-close, not something you set up on the presets panel, but it's why a report for a closed month never drifts. *** ## Who can use this | Action | Requirement | | --------------------------------------------------------------------- | --------------------------------- | | View / load / create / delete **your own** presets | Access to the report in this book | | Load a **shared** preset | Access to the report in this book | | Edit / delete a preset, or create/change/delete/run its **schedules** | You must be the **preset owner** | Ownership — not just sharing — gates every mutation and every outbound-email schedule. A teammate can reuse your shared preset but cannot point a schedule at a recipient list using it. *** ## Tips * Name presets so the cadence is obvious, e.g. `Monthly TB — All branches`. * Set the **timezone** deliberately for month-end runs so a "1st at 06:00" schedule fires on your local first-of-month, not UTC's. * Use **Run now** to test a freshly created schedule before relying on the cron. * If a schedule shows **failed**, open it and read **Last error**, fix the cause (often a bad recipient or cron), and resume it. *** ## Related * [Print & document templates](/accounting/user/settings/print-templates) — branding applied to PDF output * [Overdue-invoice reminders](/accounting/user/settings/reminders) — a different kind of scheduled finance digest * [Workspace settings (default accounts)](/accounting/user/settings/workspace-settings)