Automate AR Aging Report Email Subscriptions

You can automatically email a saved filter view of AR Aging to yourself or other users on a recurring schedule, or as a one-time send.

The email includes a link to the Excel report of the AR Aging filter view.

1. Create an AR Aging email subscription
2. Edit or delete an existing subscription
   
   

1. Create an AR Aging email subscription

1. Open the AR Aging.
2. Click Filter.
3. Select My filter views or Public filter views, depending on where your saved view is stored.
4. Find the saved filter view you want to automate.  If there are no saved filters, here's How to Save a Filter View on the AR Aging.
5. Click the envelope icon next to that filter view.
6. Complete the subscription details
   1. In the subscription window, fill in the email settings, like To: and From: address
   2. Select Recurring or One-time
7. Click Preview to see what recipients will receive
8. Click Save Subscription

2. Edit or delete an existing subscription

To edit or delete an existing subscription:

1. Go back to AR Aging.
2. Click Filter.
3. Open My filter views or Public filter views.
4. Locate the filter view.  If a filter view already has an active recurring email subscription, the envelope icon will indicate that a subscription is active.

5. Click the envelope icon again to open the subscription and make changes

    

6. To delete the subscription, click Delete Subscription.