Scheduled Reports

Scheduled Reports

This feature will be released in May 2024, stay tuned!
Location: Reports > Scheduled Reports

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. 

The Scheduled Reports are a list of the reports that have been scheduled, generated and cancelled. By default, the report will be auto-generated for the last 30 days. The date range will use the report generation date to filter and will always show reports with a future generation date.  

The report table will generate and show the following:
  1. Report Name
  2. Run Report
  3. Generation Date
  4. Next Generation
  5. Email to Send Report To
  6. Settings (Slider Bar Icon - Hover to View)
    1. Report Filter Selections
    2. Run Report 
    3. Date Range
    4. File Type
  7. View (Binoculars Icon - Click to Download)
  8. Cancel Status (X Icon - Click to Cancel)


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