Club OS - How to Schedule the PT Transactions and Accrual Revenue Report
Devon Storlie
10 steps
3 minutes
Club-Os
1
Navigate to [https://app.club-os.com/action/Login](https://app.club-os.com/action/Login)
2
Click Reports
3
Repeat the following steps after clicking "\[+ Schedule\]" on the PT Transactions Report and the Accrual Revenue Report
4
For Date Range select the "Last Month" option.
5
For Location select the "All Locations" option.
6
For Frequency select the "Monthly" option.
7
For Day select the "1" option.
8
Type "accounting@ceterus.com" into this field.
9
Click "Save"
10
Confirm the report is scheduled.
Club OS - How to Schedule the PT Transactions and Accrual Revenue Report
Devon Storlie
10 steps
3 minutes
Club-Os
1
Navigate to [https://app.club-os.com/action/Login](https://app.club-os.com/action/Login)
2
Click Reports
3
Repeat the following steps after clicking "\[+ Schedule\]" on the PT Transactions Report and the Accrual Revenue Report
4
For Date Range select the "Last Month" option.
5
For Location select the "All Locations" option.
6
For Frequency select the "Monthly" option.
7
For Day select the "1" option.
8
Type "accounting@ceterus.com" into this field.
9
Click "Save"
10
Confirm the report is scheduled.