How do I receive a Business Overview / Weekly Summary Report every week?

Zoho Books sends a Weekly Summary Report of the organisation to the admin if the Send Weekly Summary report option is enabled. The report consists a summary of Income and Expense, Cash Flow, Transactions Overview, Top Expenses, Active Projects, Alerts, and New Feature Updates.

To enable the Send Weekly Summary report for your organisation,

• Navigate to Settings.
• Under Preferences, go to General.

• Check the Send Weekly Summary report option.

The Report is sent to the admin of the organisation every Sunday.