video1.0<iframe src="https://www.loom.com/embed/f1239338dd5d42be9b8d3bdfad2ed774" frameborder="0" width="1902" height="1426" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14261902Loomhttps://www.loom.com14261902https://cdn.loom.com/sessions/thumbnails/f1239338dd5d42be9b8d3bdfad2ed774-557f1cc84ad93ca4.gif180.411This Loom explains how to schedule reports in PayHOA. Viewers are instructed to go to the Reports tab, open Scheduled Reports, and click Add New schedule, choosing whether to send an individual report or a report packet in PDF and or CSV. The schedule can be set to run daily, weekly, monthly, quarterly, or annually, with selections for the day of the month and time of day. Finally, the Loom covers sending via email to member tags or specific recipients and optionally saving a copy to a chosen document folder, then clicking Save Schedule to review the next run and details.