How to schedule exports for the Ledger activity report in Mews Operations

The Ledger activity report in Mews Operations shows individual ledger entries across all ledgers at your property. It provides a complete view of every transaction posted in the system to support reconciliation, financial validation, and invoice tracking internally, or outside of Mews. You can create an export schedule to automatically schedule your Ledger Activity report exports in Mews Operations if, for example, you want to automatically export certain reports at the same time every day, week, or month. This ensures property managers, finance teams, and operational staff can save time by using automatic scheduled exports instead of repeating the same process multiple times. You can use the export to upload data into your accounting system if you do not use a direct integration or to help consolidate the data across different properties.

To schedule exports for the Ledger Activity Report in Mews Operations:

1. In Mews Operations, go to the main menu  > Finance > Ledger activity report.
2. Click Export  > Schedule recurring export.
3. In the side-window, fill in the details below. Note: Fields marked with an * are mandatory. 
   • Export name*: Enter a name for the export.
   • Interval*: Click to select the interval of time you want to export data for.
   • Format*: Click to select which format you want to export the report in, such as, Excel or CSV.
   • Frequency*: Click to select how frequently you want to export the report, such as, Daily, Weekly or Monthly.
   • Start date and time: Click to select the first date and time you want to include in the export.
   • Target: Click to select the export destination. You need to set up export target before you schedule your report export. Note: You can learn more about creating export targets in the How to schedule report exports in Mews Operations help article.
4. Check the ‘Activate schedule upon creating’ box to automatically begin your export schedule once you click Create.
5. Check the 'Notify me when export is ready' box to receive a notification once the export is ready.
6. Click Create.

This schedules the report export with your selected configuration. To view your scheduled report exports in Mews Operations, go to the main menu  > Exports > All exports > Click the Scheduled tab.