Introduction

Welcome to our Schedule Report feature, designed to automate your report generation and delivery process, ensuring you have the latest data at your fingertips. Whether you need daily sales figures, weekly performance metrics, or monthly trends, our feature allows you to receive these reports directly via email, Google Drive, or Google Spreadsheet in a variety of formats.

Play Interactive Demo

Setting Up a Scheduled Report

Step 1: Choose Your Report
Navigate to the report you wish to schedule. Each report offers valuable insights tailored to different aspects of your operations.

Step 2: Schedule the Report
Click on the "Schedule" button. This action will prompt you to either select an existing schedule profile or create a new one.
Insert the name of the schedule, the default value is the name of the report.
Choose a schedule profile, if you don't have one, you can select option "Create new schedule profile".
Click button "Create Schedule" to move to Create Schedule page.



Step 3: Create your Schedule report
Review your schedule's information
You can choose to save a new Schedule Profile based on this schedule report



Step 4: Select the interval type of your schedule, you have 3 options: Daily, Weekly, Monthly



Step 5: Specify when you would like to receive your reports, you can select multiple values



Step 6: Choose the destination of schedule report
Choose one of three type: Email, Google Sheets, Google Drive
If you choose type "Email", then you need to specify the format of the file and your emails (you can insert multiple of emails).
You also have the option to choose Receive email even when report have no data.
Finally, click the button "Save" to create the Schedule report.

Schedule Profiles: Efficiency at Your Fingertips

Schedule profiles are here to streamline your scheduling process. By saving your preferences (output type, file format, interval, delivery time, destination), you can easily apply them to any report without starting from scratch.

Creating a Schedule Profile
When setting up a new schedule, you can choose to save your settings as a new profile. Fill in the details:

Output Type: Email, Google Drive, or Google Spreadsheet
File Format: CSV, PDF, Excel, or Google Sheets
Interval: Daily, Weekly, or Monthly
Delivery Time and Date: Specify when you would like to receive your reports
Destination: Add your email address or the location on Google Drive or Google Spreadsheet

The default profile is set to send a CSV file to your email daily at 9 AM.

Managing Scheduled Reports

Viewing Scheduled Reports
Access a comprehensive list of your scheduled reports and schedule profiles via the left navigation menu. This area allows you to see all the information about your scheduled reports, including historical runs with download options and details about upcoming reports.

Editing Scheduled Reports
To modify a scheduled report, click on the "edit" link next to the schedule information title. Here, you can change any aspect of the schedule. If desired, you can save these new settings as a separate schedule profile, allowing you to customize your report delivery further.

Conclusion

Our Schedule Report feature is designed to make your life easier, providing regular, automated updates directly to your preferred destination. Explore the possibilities, set up your schedules, and never miss an important insight again. If you have any questions or need assistance, please don't hesitate to contact our support team.

Updated on: 29/08/2024