> For the complete documentation index, see [llms.txt](https://olddocs.exivity.io/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://olddocs.exivity.io/getting-started/how-to-guides/how-to-configure-receiving-a-monthly-billing-report.md).

# How to configure receiving a monthly billing report

Learn how to configure receiving your monthly report by email

Exivity has a powerful [Workflow engine](/data-pipelines/workflows.md) and [Notification engine](/administration/notifications.md). These two combined allow users to receive their billing reports monthly by email or other [notification channels](/administration/notifications.md#channels).

These are the steps to configure receiving your monthly billing report by email:

1. Navigate to the Notifications menu. Click on your username at the top right corner of the screen, then select **My Notifications**. &#x20;

{% hint style="info" %}
This tutorial teaches you how to create a notification that sends a report for yourself, but you can also [create them for other users](/administration/notifications.md#creating-notifications-for-other-users) if you have admin rights.
{% endhint %}

2\.  Fill in the details (**Name**, **Title** and **Description**) and make sure the **Trigger** is set to *Workflow Ended.*

3\.  Select the [workflow created for publishing your report monthly](/getting-started/how-to-guides/how-to-automatically-trigger-a-monthly-billing-report.md).

4\.  Apply the trigger of the **Workflow Status** to *Successful workflows*:

![Notification for sending a monthly report by using the Successful Workflow status](https://1141395848-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FPRZvuYYNyI3vz1mar1l4%2Fuploads%2FQS14S04mwjuS9G2AgASw%2Fsuccessful-workflows-monthly.png?alt=media\&token=51d49263-be73-4ad9-b116-ae5b921aef69)

###

5\. In the **Filenames** section, it is possible to use [regular expressions](https://en.wikipedia.org/wiki/Regular_expression) to select which files to export.

For example, if you configured the publishing of a monthly report (on the 15th day of every month) for your Departments account, the file name will be similar to `report-Departments-account-range-20220115-20220315.`You can select your file with a regular expression whose name starts with the string "Report-Departments" and ends with "15":

`/report-Departments(.*?)15/`

![Adding a regex for selecting files that match](https://1141395848-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FPRZvuYYNyI3vz1mar1l4%2Fuploads%2Ff6pXEPafQvcxj9O9O6sC%2Fregex-compressed-files-workflow-monthly-report.png?alt=media\&token=02934f5d-7ab0-4977-b8ba-04692bfd4ddf)

In this example, the (.\*?) in the regular expression has the role of matching any character *0 or more times*, meaning that any string can be between "report-Departments" and "15".

You may also be interested in selecting only the files that start with a certain String. For example to select the files starting with "report-Departments", you may use the following regular expression:

&#x20;     /`report-Departments*/`

Or you may choose to select the files that end with a certain string, for example, ending with "15":

&#x20;     /`&15/`

6\. In this scenario, you want to send the file along with the notification only if the file was created/modified after the start time of that workflow. To achieve this, tick the **Enabled** box next to **Since workflow start time**.

7\. It is possible to compress the files by ticking the **Enabled** box next to **Compress** **Attachments**.

{% hint style="info" %}
The files will be sent in a PDF/CSV format.
{% endhint %}

8\. Select the [channel](/administration/notifications.md#channels). You may want to send the report to your email.&#x20;

9\. Finally, click the **Create** button.
