---
title: "Managing scheduled email reports"
slug: "managing-scheduled-email-reports"
description: "Schedule expense and payment exports in the Payhawk spend management platform: set frequency, choose templates and recipients, and manage scheduled reports."
updated: 2026-10-27T14:18:03Z
published: 2026-10-27T14:18:03Z
canonical: "payhawk.com/managing-scheduled-email-reports"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://payhawk.com/help/llms.txt
> Use this file to discover all available pages before exploring further.

# Managing scheduled email reports

You can schedule your expense reports in CSV, Excel, and CAMT.053 formats as well as use the accounting templates to generate the export in the format required by your ERP system or accounting software. You are also able to define the frequency at which the scheduled exports will be sent to you or your team by email.

> [!TIP]
> Before sending out the scheduled report, Payhawk will remind cardholders to upload any outstanding receipts or add incomplete expense information.

## Scheduling email exports

To schedule an email export in Payhawk:

1. In the [Payhawk Web Portal](https://portal.payhawk.com), open the app switcher in the top-left corner and go to the **Export** app.
2. Click on the **+ New** button.
3. In the dialog that opens, provide the name of the export.
4. Select the desired accounting template by clicking on **Change template**. Once done, you'll be redirected to the previous screen.
5. From the **Period** drop-down menu, select how often the export will be sent to the recipients.
  - To export monthly, select the day for which the export will be scheduled from the **Export on** drop-down menu - for example, **Monthly** > **Day 5**.
  - To export weekly, select the day for which the export will be scheduled from the **Export on** drop-down menu - for example, **Weekly** > **Monday**.
  - To export daily, select the **Daily** option from the **Export on** drop-down menu. The export will be scheduled for 6:00 a.m. CET each day.
6. From the **Recipients** drop-down menu, select the roles or employees who will receive the scheduled email export.
7. Click on **Schedule export**.

![The Schedule an export panel with the name, template, period, export day and recipients.](https://cdn.payhawk.com/navigation-redesign-didi_20261009_ai/managing-scheduled-email-reports-01_20261009_ai.png)

## Editing and deleting scheduled exports

To edit a scheduled export:

1. In the **Export** app, click on the three dots menu of the scheduled export you want to modify and select the **Edit** option.
2. In the dialog that opens, edit the desired data. For example, to remove a recipient, hover over the name and click on **x**.
3. Click on **Save changes**.

![The Edit scheduled export panel with the x shown on a recipient.](https://cdn.payhawk.com/navigation-redesign-didi_20261009_ai/managing-scheduled-email-reports-02_20261009_ai.png)

To delete a scheduled export:

1. Open the app switcher in the top-left corner and go to **Export** > **Scheduled exports**.
2. Click on the three dots menu of the scheduled export you want to modify and select the **Delete** option.

![The three-dot menu of a scheduled export with Edit and Delete.](https://cdn.payhawk.com/navigation-redesign-didi_20261009_ai/managing-scheduled-email-reports-03_20261009_ai.png)

## Useful resources

- [Exporting expense data on demand](/help/exporting-expenses-and-payments-on-demand)
- [Exporting the carbon emissions report on demand](/help/enabling-the-carbon-emissions-tracking)
- [Exporting PDF account statements](/help/exporting-account-statements)