Scheduled Report Emails for WHMCS
Email any WHMCS report as a CSV file on a daily, weekly or monthly schedule to your staff or your accountant, with the right period filled in.
What will the scheduled reports addon do?
It sends WHMCS reports by email, so nobody has to log in and export them. You create a schedule by picking a report, such as Monthly Transactions, Sales Tax Liability or Aging Invoices, choosing daily, weekly or monthly with a send time, and adding recipients. When the time comes, the WHMCS cron runs the report for the period that just ended (yesterday, last week or last month) and emails the table as a CSV attachment through your normal WHMCS mail settings.
This product is built to order: you get the license key once I have checked your account and the download within 7 business days.
What does WHMCS already do, and what does this add?
WHMCS ships reports in General, Billing, Income, Clients and Support groups, lets you add your own report files in the /modules/reports folder, and exports any report to CSV or a printer-friendly view from its Tools menu. Each export is done by hand, by an admin whose role can view reports. WHMCS has no option to run a report on a schedule or email it. The addon adds the schedules, the automatic period, the emailed CSV and a send log.
What is included?
| Part | What you get |
|---|---|
| Schedules | Daily, weekly on a chosen day, or monthly on a chosen date, at the hour you set |
| Reports | The reports WHMCS ships and your own custom reports in /modules/reports |
| Period | Previous day, week or month, for reports that take a date range or a month |
| Recipients | WHMCS admins or any email address, such as your accountant |
| File | CSV attachment named after the report and the period |
| Controls | Send now for testing, pause and resume per schedule |
| Log | Each send with its time, recipients and result |
Who is it for?
Owners who want last month's income and tax figures in their inbox on the first of the month, accountants who should get the transactions without a WHMCS login, and support leads who review ticket replies every week. A file that arrives on a fixed day means nobody forgets the export.
What do you need, and what are the limits?
Requirements: a self-hosted WHMCS 8.13 or 9.x (I confirm your exact version at purchase), PHP 8.1 or newer, the WHMCS cron running every five minutes, and working outgoing mail in WHMCS.
Limits: only table data is sent: no charts, and no PDF Batch or client data exports. Reports that use filters other than a date range or a month run with their default view. Many reports list client names and amounts, so send them only to people who are allowed to see that data.
It costs $39 once for a lifetime license with twelve months of updates and support and a seven-day refund window. I check each new account by hand, which can take up to 24 hours, before the license key is issued, and the download follows within 7 business days of purchase.
Key features
- Daily, weekly or monthly schedules with a send time
- Works with the reports WHMCS ships and your own custom reports
- Previous day, week or month filled in for date-based reports
- CSV attachment named after the report and period
- Recipients can be WHMCS admins or any email address
- Sent through your existing WHMCS mail settings
- Send now button to test a schedule
- Pause and resume each schedule
- Send log with time, recipients and result
Why customers buy this module
- →Figures reach your inbox without anyone logging in to export them
- →Your accountant gets the data without a WHMCS admin account
- →Monthly and weekly reviews start from the same file every time
Frequently asked questions
Can it send my own custom reports?
Yes. Any report file in /modules/reports that follows the WHMCS report format, with a title, table headings and rows, can be scheduled, because that is the same format the built-in reports use. If your custom report takes a date range or a month, the schedule fills in the period; otherwise it runs with its default view.
Does my accountant need a WHMCS login?
No. You can add any email address as a recipient, and the report arrives as a CSV attachment sent from your WHMCS mail settings. Your accountant opens it in a spreadsheet and never touches the admin area. Only send reports with client data to people you are allowed to share it with.
When will I get it, and what if you can't deliver?
You get the download within 7 business days of purchase. If I do not deliver it in that time, you get a full refund. Otherwise the store's seven-day refund window applies. The license key is issued after a manual check of your account, which can take up to 24 hours.
Technical specifications
- WHMCS
- 8.13 and 9.x (confirmed at purchase)
- PHP
- 8.1+
- Schedules
- Daily, weekly, monthly
- File format
- CSV attachment
- Cron
- WHMCS cron every 5 minutes
- Availability
- Built to order, delivered in 7 business days
- License
- Lifetime, 1 year of updates and support included
- Delivery
- License key after a manual account check (up to 24 hours); download when built
- Refund window
- 7 days
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