Scheduling a Report
Also known as: Automated Reports, Report Scheduling
Scheduled reports run automatically at set times and are emailed to chosen recipients.
Steps to Schedule a Report
- Navigate to the Reports module from the Dashboard.
- Click Schedule a Report.
- Choose the Report Type.
- If you have a Custom Report, you can apply it here.
- Select timing:
- Days of week, monthly, or daily.
- Set the time of day.
- Enter recipient email addresses.
- Set the reporting window (e.g., last 7 days).
- Click Create Scheduled Report.
Notes
- Six main report types are available for scheduling (Transaction, Inventory Value, Unreturned Inventory, Item Price History, Usage Per Month, Purchase Summary).
- Reports are emailed in Excel format.
- Multiple recipients can be added.
Additional scheduled reports are available in Suppliers → Automated PO tab, such as Open PO Reports.
FAQ
Can I schedule multiple reports?
Yes. Each report can be scheduled separately.