Scheduled Reports allow you to have Intelligence Reports delivered to your email inbox based on your desired scheduled intervals - such as daily, weekly, or monthly. You can specify who should get the report, what should be included, and ultimately, the email notifications frequency.
Before you begin,
Always remember to save your reports before scheduling. The 'Schedule Report' option in the drop-down will not be displayed if you do not save your choice report.
Schedule a report
You can schedule reports for any existing Custom/Saved Reports, Invoice Reports, Order Reports, and Payment Reports.
You can schedule a report by going into any of the Intelligence Reports. Click on the Manage Report drop-down button and select the 'Schedule Report' option.
- All Scheduled Reports will be delivered at 8 AM local time regardless of the predefined schedule.
- Weekly reports will be delivered every Monday.
- Monthly reports are delivered on the first of every month.
What will be delivered to my inbox?
You will get an email listing the first 20 rows of your report in a CSV. Format.
How do I unschedule a report?
If you have changed your mind about the report's frequency or no longer need it, you can unschedule.
Click on the report you wish to unschedule and then the Manage Report drop-down button. Choose the 'Unschedule Report' option.
🎯 Best practices for scheduling a report
Scheduled Reports work best when they are already sorted. For example, you can save a 'Top products' or 'Top customers' report. When you schedule a report, the report's top 20 results will be delivered to your inbox.
Here's how you can create such a report:
Use the 'Last' function within Date Presets: Last 7 Days, Last Week, Last Month, Last Year, etc., because it ensures the full data of the date preset selected to be included in your generated scheduled reports.
For example, if you have scheduled a report with the date preset of 'This week', and as the reports are delivered on a Monday (for weekly reports), you will not have the full data (or no data at all) for the current week. The generated report will only pull data before Monday's data, not an entire week's worth of data.