--- title: How do I schedule automated email reports? description: This article goes through how to schedule automated email reports which will be delivered to your inbox --- [Skip to content](https://help.gwd.team/how-do-i-schedule-automated-email-reports#main-content) [![GWD](https://help.gwd.team/hs-fs/hubfs/GWD%20Logos/GWD.png?width=50&height=50&name=GWD.png)](https://gwd.team/) - [Help Centre Home](https://help.gwd.team/) - [Blog](https://gwd.team/blog/) - [Success Stories](https://gwd.team/success-stories/) Open main navigation Close main navigation - [Help Centre Home](https://help.gwd.team/) - [Blog](https://gwd.team/blog/) - [Success Stories](https://gwd.team/success-stories/) - [Create support ticket](https://share.hsforms.com/1q9JOVPPETuOVr-aPoSLQYQ3ch4f) [Create support ticket](https://share.hsforms.com/1q9JOVPPETuOVr-aPoSLQYQ3ch4f) Hello. How can we help you? - There are no suggestions because the search field is empty. 1. [Help Centre homepage](https://help.gwd.team/?hsLang=en) 2. [GWD Portal](https://help.gwd.team/gwd-portal?hsLang=en) 3. [Viewing Donations on Portal](https://help.gwd.team/gwd-portal?hsLang=en#viewing-donations-on-portal) # How do I schedule automated email reports? ## This article goes through how to schedule automated email reports which will be delivered to your inbox #### 🔶 Scheduled Reports You can set up regular emailed transaction reports to be sent directly to your mailbox. Currently only approved transaction reports can be set up as scheduled reports #### 🔶 Set up a Scheduled Report 🔸Log in to the **[GWD Customer Portal](https://services.gwdevices.com/)** 🔸Select “Schedule Reports” from the Reporting sub menu. 🔸Select “Create new schedule” ![GWD-portal-schedule-reports-1](https://help.gwd.team/hs-fs/hubfs/DON%20Help%20Centre/Portal%20Images/GWD-portal-schedule-reports-1.png?width=688&height=436&name=GWD-portal-schedule-reports-1.png) 🔸Give your report a name, e.g. “My weekly transaction report” 🔸Select the reporting period from the drop down **Weekly:** Report will be sent every Monday, covering the previous calendar week (Mon-Sun). **Monthly:** Report will be sent on the first of every month, covering the previous calendar month. **Quarterly:** Report will be sent on the 1st of the months of January, April, July & October covering the prior 3 calendar months. 🔸Add a valid email address in to the email address field. If you would like to add multiple recipients, click the “Add another recipient” button. ![GWD-portal-schedule-reports-2](https://help.gwd.team/hs-fs/hubfs/DON%20Help%20Centre/Portal%20Images/GWD-portal-schedule-reports-2.png?width=688&height=437&name=GWD-portal-schedule-reports-2.png) **🔸OPTIONAL STEP**. If your user account has access to a hierarchy of kiosks within your organisation, use the tick boxes in the folder structure to select which organisations you’d like to report on. If you do not see a folder structure to select from, move on to step 8. ![GWD-portal-schedule-reports-3](https://help.gwd.team/hs-fs/hubfs/DON%20Help%20Centre/Portal%20Images/GWD-portal-schedule-reports-3.png?width=688&height=439&name=GWD-portal-schedule-reports-3.png) **🔶 Click “Save and Exit” to complete the set-up of your scheduled report.** **Next Step?** **Read: [Edit your scheduled reports](https://help.gwd.team/how-do-i-edit-my-scheduled-email-reports?hsLang=en)**   - [Donation Station Pro](https://help.gwd.team/donation-station-pro?hsLang=en#main-content) - [Pro Device Set Up](https://help.gwd.team/donation-station-pro?hsLang=en#pro-device-set-up) - [Pro Device Connectivity](https://help.gwd.team/donation-station-pro?hsLang=en#pro-device-connectivity) - [Pro Device Power](https://help.gwd.team/donation-station-pro?hsLang=en#pro-device-power) - [Pro Taking Donations](https://help.gwd.team/donation-station-pro?hsLang=en#pro-taking-donations) - [Pro Device Features](https://help.gwd.team/donation-station-pro?hsLang=en#pro-device-features) - [Troubleshooting Your Donation Station Pro](https://help.gwd.team/donation-station-pro?hsLang=en#troubleshooting-your-donation-station-pro) - [Product Updates](https://help.gwd.team/donation-station-pro?hsLang=en#product-updates) - [Donation Station Lite II](https://help.gwd.team/donation-station-lite-ii?hsLang=en#main-content) - [Donation Station Lite II First Time Setup](https://help.gwd.team/donation-station-lite-ii?hsLang=en#donation-station-lite-ii-first-time-setup) - [Donation Station Lite II Setup](https://help.gwd.team/donation-station-lite-ii?hsLang=en#donation-station-lite-ii-setup) - [Using the Donation Station Lite II](https://help.gwd.team/donation-station-lite-ii?hsLang=en#using-the-donation-station-lite-ii) - [Donation Station Lite II Connectivity](https://help.gwd.team/donation-station-lite-ii?hsLang=en#donation-station-lite-ii-connectivity) - [Donation Station Lite II Power](https://help.gwd.team/donation-station-lite-ii?hsLang=en#donation-station-lite-ii-power) - [Troubleshooting the Donation Station Lite II](https://help.gwd.team/donation-station-lite-ii?hsLang=en#troubleshooting-the-donation-station-lite-ii) - [Donation Station Outdoor](https://help.gwd.team/donation-station-outdoor?hsLang=en#main-content) - [Donation Station Outdoor First Time Setup](https://help.gwd.team/donation-station-outdoor?hsLang=en#donation-station-outdoor-first-time-setup) - [Donation Station Outdoor Setup](https://help.gwd.team/donation-station-outdoor?hsLang=en#donation-station-outdoor-setup) - [Using the Donation Station Outdoor](https://help.gwd.team/donation-station-outdoor?hsLang=en#using-the-donation-station-outdoor) - [Troubleshooting the Donation Station Outdoor](https://help.gwd.team/donation-station-outdoor?hsLang=en#troubleshooting-the-donation-station-outdoor) - [Donation Station Lite](https://help.gwd.team/donation-station-lite?hsLang=en#main-content) - [Donation Station Lite Set Up](https://help.gwd.team/donation-station-lite?hsLang=en#donation-station-lite-set-up) - [Lite Connectivity](https://help.gwd.team/donation-station-lite?hsLang=en#lite-connectivity) - [Lite Power](https://help.gwd.team/donation-station-lite?hsLang=en#lite-power) - [Using the Donation Station Lite](https://help.gwd.team/donation-station-lite?hsLang=en#using-the-donation-station-lite) - [Troubleshooting the Donation Station Lite](https://help.gwd.team/donation-station-lite?hsLang=en#troubleshooting-the-donation-station-lite) - [GWD Portal](https://help.gwd.team/gwd-portal?hsLang=en#main-content) - [Using the GWD Customer Portal](https://help.gwd.team/gwd-portal?hsLang=en#using-the-gwd-customer-portal) - [Viewing Donations on Portal](https://help.gwd.team/gwd-portal?hsLang=en#viewing-donations-on-portal) - [Portal: Updating a Donation Station](https://help.gwd.team/gwd-portal?hsLang=en#portal-updating-a-donation-station) - [Troubleshooting the GWD Customer Portal](https://help.gwd.team/gwd-portal?hsLang=en#troubleshooting-the-gwd-customer-portal) - [Optimise your Fundraising](https://help.gwd.team/optimise-your-fundraising?hsLang=en#main-content) - [Improving ROI](https://help.gwd.team/optimise-your-fundraising?hsLang=en#improving-roi) - [Designing your Donation Station](https://help.gwd.team/optimise-your-fundraising?hsLang=en#designing-your-donation-station) - 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