A scheduled export is the Dashboard export sent to email recipients at a specified time. This is an Excel (.xlsx) file.
For example, you can set-up a report, so that you and your Team members receive it every, day, week, month, quarter or year. You don't have to be a Contractpedia user to receive the scheduled exports.
What is included in the export?
- Summary of the income, expenses, total remaining obligation and expiring contracts each month during the report period.
- Overview of all expenses every month with details such as contracts that are connected to the payments and the companies that the contracts are made with.
- Overview of the income every month with details, such as the contracts that are connected and the companies that the contracts are made with.
- Information about residual payments and what contracts are associated with these remaining obligations including more details.