Receive a monthly spend report via email

Quartzy can email you an Excel spreadsheet every month that you can download to your local computer for backup or tracking purposes.

1. On the top left side of the toolbar, click on All Groups (or the Group name) and then click Manage

2. Select the Group you want to receive backups for and choose the Backups tab. 

3. Select the option for On the 1st of every month and you'll receive an email every month with an Excel spreadsheet compiling all requests added to that group in the previous month.

 

 

Next Up: Learn how to filter your requests to make ordering easier

 

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