Scheduled Reports allow you to have Intelligence Reports delivered to your email inbox based on your desired time intervals - such as; daily, weekly, or monthly basis. 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 don't save your report of choice.
How can I schedule a report?
You can schedule reports for any Custom/Saved Reports, Invoice Reports, Order Reports, and Payment Reports.
You can schedule a report by going into any of the Intelligence Reports > clicking on the Manage Report drop-down > selecting Schedule Report option.
- All Scheduled Reports will be delivered at 8 AM local time.
- Weekly reports will be delivered on Monday.
- Monthly reports are delivered on the first of every month.
What will be delivered to my inbox?
You will get an email displaying the first 20 rows of your report in a CSV. format.
How do I unschedule a report?
Click on the Manage Report button, and select the Unschedule Report.
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 top 20 results from the report will be delivered to your inbox.
Here's how you can create such a report:
It is best practice to 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 that has 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 prior to Monday's data, which is not a full week's worth of data.