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Changing Summary Report Frequency for WooCommerce: How It Works
Changing Summary Report Frequency for WooCommerce: How It Works

How to change the frequency for settlement reports for WooCommerce

Daniel Little avatar
Written by Daniel Little
Updated over a week ago

You can now change how often your summary reports are generated and sent to your bookkeeping software: daily, weekly, or monthly.

How to change the frequency

Settings > Settlement Settings > WooCommerce Settings

What happens when you change the frequency?

Scenario 1: You haven’t sent any reports to your bookkeeping software yet

If you haven’t sent any summary reports to your bookkeeping software yet, we’ll delete the existing reports based on the old frequency and generate new ones based on your new choice.

Scenario 2: You’ve already sent some reports to your bookkeeping software

If you’ve already sent some reports to your bookkeeping software, the new frequency will start as soon as possible based on when summaries are typically created.

Examples:

  1. Switching from Daily to Monthly:

    • On the 1st of the next month, we’ll generate a monthly summary report for the remaining days of the current month (e.g., from the 18th to the 30th of September).

  2. Switching from Daily to Weekly:

    • On the next Monday, we’ll generate a weekly summary report for the last available days (e.g., from the 18th to the 22nd of September).

  3. Switching from Monthly to Daily:

    • We’ll immediately generate daily summaries starting from the 1st of the current month (e.g., from the 1st of September onwards).

If you have any questions about this article or feedback on how we could make it better please reach out to the support team via the blue chat icon on the bottom right of the page or via email to [email protected].

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