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Financial reports and planning

Authorize automatic report generation separately

Review the saved layout, exact dates and ongoing access requirements before consenting.

Updated 2026-11-11

Schedule authorization is a separate decision from saving report settings. Review the fixed report version, calendar, missed-period behavior and notification choices before confirming automatic generation. Generated runs are initially unreviewed.

The authorization explains that the schedule continues after sign-out. Every run rechecks the authorizing person's current company role, permissions, automation access and book policy. A past authorization does not bypass later loss of access or changed book conditions.

If the page says automatic dispatch is not enabled, recorded authorization alone does not start report generation. Read the actual availability and next-run state rather than treating a checked authorization box as proof that a report has been produced.

Keep the intended layout fixed and inspect the exact upcoming periods. Opening another report definition version does not change the schedule's saved layout. When the scope or timing needs revision, pause and edit the schedule through its controls, then review the required authorization again.

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