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