Reports

Centralized reporting and exports. The Reports section helps you manage all report exports across Atlar. Whether you're exporting for audits, monitoring payments, or sharing recurring updates, this section centralizes it all.

The Reports section includes:

• Archive – Reports generated from Cash Management → Transactions using the old report functionality.
• Schedules – All created and scheduled automated reports.
• Reports – Reports generated via View Builder, Dashboard, or Cash Management → Transactions using the new report functionality.

Schedules

The Schedules tab lets you create automated report schedules based on a selected Dashboard or View. These schedules automatically generate and download reports at the frequency you define.

💡

Tip: To receive scheduled reports via email, configure your notification settings under Settings → Notifications.

How to Create a Schedule

Before creating a schedule, ensure the dashboard or view you want to use already exists. (See the View Builder or Dashboard documentation for setup instructions.)

1. Click Create New in the top right corner.
2. Select whether you want to schedule a Dashboard or a View.
3. Enter a name for the schedule.
4. Choose the dashboard or view you want to use.
5. Set the schedule frequency (e.g., daily, weekly, monthly).
6. Click New Schedule.

Atlar will now generate reports according to the schedule you defined. You can:

• Manage the schedule under the Schedules tab.
• Access generated reports in the Reports tab.

⚠️

Note: Changes to a dashboard or view will be reflected in future scheduled reports. Previously generated reports remain archived and unchanged.