*Workflows › Reference › Templates › Reports and metrics*

# Send a link to the full orders Excel every month

> On the 1st, generates the full Excel of orders and sends a temporary link to the accountant. It includes all orders, not just those of the previous month. Set the recipients before activating.

## At a glance

| Property | Value |
| --- | --- |
| Category | Reports and metrics |
| Starts with | Scheduled |
| Steps | 2 |

## Steps

The template builds these steps; open each one to see how it is configured.

| # | Step | Description | Branch |
| --- | --- | --- | --- |
| 1 | Export orders (Excel) | Generate the full orders Excel |  |
| 2 | Send email from Filmo | Send the link to the accountant |  |

TEMPLATE `monthly-orders-export`

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Canonical URL: https://docs.filmo.io/workflows/reference/templates/monthly-orders-export  
Last updated: 2026-10-25