Report Schedules

Set up automatic report generation and distribution

Total Schedules

Active

Paused

Total Runs

Your Schedules

Schedule Name *

Report Type *

File Format

Fund

Frequency *

Day of Month

Run Time (UTC)

Report Date Range

Recipients

Send to all investors in the fund

Hold Ctrl/Cmd to select multiple investors

Additional Email Addresses

Comma-separated list of additional recipients

Automatically email reports when generated Schedule is active

Custom Email Subject (optional)

You can use: {report_type}, {period}, {fund_name}