If you run the same report every week or email numbers to your bookkeeper at the end of each month, saved reports save you the hassle of re-configuring filters every time. Set it up once, give it a name, and optionally schedule it to send automatically on whatever cadence you need.
Saving and scheduling a report
Most reports in Check Cherry support saved settings and scheduled delivery. Once you have your filters dialed in, save them so you can come back to the same view instantly — or have it emailed to you (or your bookkeeper) on a recurring schedule.
Viewing saved reports
Date filter options
When you schedule a report with a relative date filter like Last Month, the date range updates automatically each time the report runs. This makes relative filters much more useful than fixed custom dates for recurring scheduled reports.
| Option | What it means |
|---|---|
| Custom | Enter your own start and/or end date. Leave one blank for an open-ended range. |
| This Week | The current calendar week, Monday through Sunday. |
| Last Week | The previous full calendar week. |
| Last 2 Weeks | The two previous full calendar weeks (does not include this week). |
| Next Week | The upcoming full calendar week. |
| This Month | The 1st through the last day of the current month. |
| Last Month | The 1st through the last day of the previous month. |
| Next Month | The 1st through the last day of the upcoming month. |
| This Quarter | The current 3-month quarter (Jan–Mar, Apr–Jun, Jul–Sep, or Oct–Dec). |
| Last Quarter | The previous full quarter. |
| Next Quarter | The upcoming full quarter. |
| This Year | January 1 through December 31 of the current year. |
| Last Year | All of the previous calendar year. |
| Next Year | All of the upcoming calendar year. |
| Any Past | Everything up through today. |
| Any Future | Everything from today onward. |