Scheduled email reports

1. Open Reports Tab

• Navigate to Reports

2. Click “Scheduled emails reports

• Click ‘setup scheduled email reports

• Name the report

• Select timezone

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3. Add Recipients

• Choose from user list or Enter email addresses

• Add multiple recipients if needed

4. Set Frequency

Choose:

• Hourly

• Daily

• Weekly

• Monthly

Best Practice:

• Weekly → Sunday/Monday morning

• Daily → Before store/mall opening

5. Choose Time of Delivery

• Select a specific time

6. Configure Format

• Choose file type (PDF, Excel)

• Edit email body of text (optional)

7. Save Schedule

• Toggle Activated (this is highlight in green once saved)

• Save

Report will now send automatically