Set Up Scheduled Report Email Delivery in PortaPro

3 min read

Updated May 13, 2026

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# Set Up Scheduled Report Email Delivery in PortaPro

Overview

Scheduled Report Email Delivery automatically sends tax-ready reports to your selected recipients on a recurring cadence.

Available templates:

Monthly P&L

Quarterly Tax Summary

Year-End Schedule C Export

Before You Start

Confirm your organization profile details are correct.

Confirm recipient email addresses are valid.

Choose the right timezone for your operation.

Setup Steps

Open Analytics in PortaPro.

Go to Saved Reports and open Report Templates.

Select the template you want to activate.

Add recipient emails.

(Optional) Add a CC email and internal notes.

Confirm cadence and timezone.

Save and activate.

What Happens Next

PortaPro schedules the next delivery automatically.

Reports are sent on schedule without manual export.

You can review delivery activity in delivery history.

Best Practices

Start with one template, validate delivery, then expand.

Keep recipients focused: owner, bookkeeper, tax preparer.

Recheck recipients quarterly.

Customer Experience

Field Operations

Business Management

Learn & Discover

Support & Training

Set Up Scheduled Report Email Delivery in PortaPro

Customer Experience

Field Operations

Business Management

Learn & Discover

Support & Training

Set Up Scheduled Report Email Delivery in PortaPro

Overview

Before You Start

Setup Steps

What Happens Next

Best Practices

Was this article helpful?

Related Articles

Overview

Before You Start

Setup Steps

What Happens Next

Best Practices

Was this article helpful?

Related Articles

Related Articles

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