Scheduled Reports

This feature was released in May 2024.

Location: Reports > Scheduled Reports

The Scheduled Reports allow users to automate report generation and email delivery based on selected scheduling preferences. This report can be exported or printed at any time.

The following Reports can be scheduled:

1. Total Sheet
   
2. Sales Analysis Report
   
3. On Hand Product
   
4. Yearly Dashboard Tab
   
5. Text Count Report
   

To schedule a report, simply go to the report and click schedule.  Enter the preferred preferences and click Save. 

​

​

How to Generate This Report

1. Select Generate Date Range
2. Click Filter.

The Scheduled Reports table displays reports that have been scheduled, generated, or canceled. By default, the report will auto-generate for the last 30 days. The date range uses the report generation date for filtering and will display reports with future generation dates.

The report can be sorted by:

• Generation Date — Displays reports from the most current generation date to the furthest generation date.
• Report Name — Displays reports in alphabetical order by report name.
• Run Report — Displays reports in alphabetical order by run type.
• Next Generation — Displays reports from the closest upcoming generation date to the furthest scheduled generation date.
• Cancel Status — Displays canceled scheduled reports first, followed by active scheduled reports.

Each row within the table is separated by alternating light blue shading for easier visibility.

When a report has been scheduled multiple times, a black arrow will appear at the beginning of the Report Name column. Selecting the arrow will expand and display the scheduled report history for that report.

                 

Column Definitions

• Report Name — Displays the name of the scheduled report.
• Run Report — Displays the selected report run type.
• Generation Date — Displays the most recent date and time the report was generated.
• Next Generation — Displays the next scheduled date and time the report will generate.
• Email To — Displays the email address assigned to receive the scheduled report.
• Settings — Displays a slider icon. Hovering over the icon will display a pop-up window showing the selected scheduling settings.
• View — Displays a binoculars icon that can be selected to instantly download and view the scheduled report at any time.
• Cancel — Displays an X icon that can be selected to cancel the scheduled report from generating again in the future.

​

​

Note: Scheduled Settings include Run Report Name, Date Range, a selected report filters, whether zero columns are hidden, and the selected file type.

• Related Articles

• How do I schedule a report?

  This feature will be available in May 2024. Scheduling Reports is available on the following reports: Total Sheet Sales Analysis Report Text Count Report Yearly Dashboard Tab On Hand Product To schedule a report, go to one of the reports listed and ...

• Can I export reports to a CSV or Excel Spreadsheet?

  This feature will be available in Inspire by STX v4.3 due out in Summer 2025. Great news! If a report can be printed, we can export the report to a CSV file. CSV files are compatible with softwares like Microsoft Excel, Apple Numbers and Google ...

• Tippy Integration - Setup Guide PDF

  Attached is a PDF on how to setup the Tippy Integration with Inspire by STX.

• Total Sheet Report

  Location: Reports > Transaction Reports The Total Sheet is a great report to run daily, weekly, monthly, or anytime you need a full snapshot of your business. It provides a summary of key data including worker sales, company sales, ticket ...

• Client Export

  Inspire by STX v3.0 was launched with the Client Export feature disabled for all users, to enable go to Setup > Setup Worker Permissions then enable the Client Export permission. To export a list of clients, follow these steps: Click on the ...