Zola Suite offers Scheduled Reporting for Enterprise + subscription levels.
If there is a particular report that you wish to have sent out either to yourself, or other users, you can do so by using the "Schedule Reports" button on the green toolbar within that given report.
Before you schedule the report, first select any filters that you wish to maintain as part of the report that gets sent out.
The Date Filter is particularly important. Be sure to pick a preselected range, such as "Last Month" or "Year to Date."
Choosing a custom date range will always be defined by those specific dates.
After selecting choosing the filters, click on "Schedule Reports" --> "Schedule New Report."
You will be asked to:
1) Create a name for this report.
Clearly define the name here so you can easily recognize what this report is for since you can set up multiple occurrences of this report using any filters, dates and recipients that you want.
2) Select the User(s) that should receive a copy of the report via email.
This is particularly helpful if you have users that do not have accounting permissions but still need to access certain information.
Ex: An Attorney is set up as "Staff" but needs a copy of the Aging Summary for all of their clients. Filter the SR Aging Summary for them as the Responsible Attorney, then schedule it to go to them. That user will receive the report directly to their email address without needing access to the Accounting module.
3) Set up the schedule that the the report should be sent out on.
The report will be triggered to get emailed automatically based on these settings.
4) Select if the report should be attached as a CSV file, PDF file, or both.
The following reports have scheduling available:
- AR Aging Summary
- Client Payments
- Timekeeper Productivity
- Billed and Collected
- Profit and Loss
- Balance Sheet
- WIP AR Trust Report
How Can I Automatically have the AR Aging Report Saved for Particular Dates?
Often times you may need to retroactively view Accounts Receivable balances as of a specific date. At this time, the AR Aging Summary will only display current AR balances. While you can pull the data and save it to your records for future ...
What is the AR Aging Summary Used For?
The AR Aging Summary provides a total amount of unpaid invoices grouped by client, matter, and various levels of delinquency. This report can be filtered by client, matter, responsible, originating or billing attorney, matter status, and ...
What Reports Does Zola Suite Offer?
Are you looking to run reports based on the information you have entered into Zola Suite? If you go to the Accounting section you will notice that Zola Suite offers 4 different sections of reporting: Client Reports AR Aging Summary - The total amount ...
What is Zola Suite's WIP/AR Trust Report?
The WIP/AR Trust Report in Zola Suite is extremely comprehensive and useful when allocating funds from Trust or an Operating Retainer, but it also serves as an excellent tool to get a detailed look at each of your Matters from a financial ...
How Can I See What Fee's Were Collected?
You can pull a report which shows a full list of all professional fees and expenses that have been collected for a specific Matter or Zola Suite User. To access this report, visit the Accounting section, and select the Reports Tab. The Fee Allocation ...