Once you have set up your filter conditions and saved your table views (learn how in Table View - Creating a table view), you can schedule them to automatically receive the data as a report on a regular basis.
This powerful feature allows you to automate your reporting workflow across all key areas of your collections process.
What You Can Schedule
You can schedule custom table views for:
Customers – Monitor specific customer segments based on your filter criteria
Invoices – Track invoices matching your custom conditions
Payments – Keep tabs on payment activity and trends
Credit Notes – Stay updated on credit note processing
How to Schedule a Table View Report
Step 1: Open the Schedule Menu
Navigate to the table view you want to schedule (Customers, Invoices, Payments, or Credit Notes)
View your saved view from the Views dropdown
Click the Schedule report button
Step 2: Configure Your Schedule
Select recipients – Choose the user(s) who should receive the scheduled report
Set frequency – Select how often the report should be sent:
Daily
Weekly
Monthly
Choose time – Pick the time of day to send the report
Step 3 Send the Schedule
Click Send to activate your scheduled report. The selected users will now automatically receive the report at the specified frequency and time.
Viewing Your Scheduled Reports
To see all your scheduled table view reports:
Navigate to Reports in the main navigation
Click Report Schedule in the top-right corner
Review all scheduled reports
Key Benefits
✓ Automated insights – Receive regular updates without manual exports
✓ Consistent monitoring – Track key metrics on a predictable schedule
✓ Team alignment – Share the same filtered view with multiple stakeholders
✓ Time savings – Set it once and let Kolleno deliver the data you need