Report Scheduler

  • Updated

Contents

  1. Benefits
  2. Considerations
  3. How to Create a Schedule 
  4. How to Edit & Delete a Schedule 
  5. FAQs

 

The Report Scheduler allows you to get the data you need delivered to you automatically.

Benefits

  • No need to go into the Return Manager every time you want to export a report: Save time on manually exporting reports with Reports Scheduler.
  • Control over scheduling reports, with flexible timezones and report frequency.

 

Considerations

  • Up to 10 scheduled reports per merchant/ company (not user).

  • The timezone used for generating the report is the timezone selected by the user when creating the scheduled report.

  • Timeframe: Daily, weekly, monthly and quarterly.

How to Create a Schedule 

  • Visit the Reports page and click Report Scheduler (top right corner button next to Export).

report_scheduler_button.png

  • Click Schedule. 

report_scheduler_recurring_report.png

  • Fill out the following fields.

reports_scheduler_create.png

  • Select the types of reports available to you. 

report_scheduler_report_types.png

  • Select timeframe. 

reports_scheduler_repeats.png

  • Select the specific date on which you would like to receive the report. 

report_scheduler_timeframe_on.png

  • Specify to whom that report will be sent.

report_scheduler_send_to.png

  • Select timeframe filter. 

report_scheduler_filter_by.png

  • Select timezone. 

report_scheduler_timezone.png

  • And, you are all set. 

report_scheduler_confirmation.png

  • If you have already created schedules, a list of your recurring reports will be then displayed along with the option to schedule a new one as shown below. 

report_scheduler_scheduled.png

 

How to Edit & Delete a Schedule 

  • In order to edit an existing schedule, click the pencil icon located to the right of the name of your recurring report. 

report_scheduler_edit.png

  • You will be then presented with the fields as you originally filled out. Select the one to be edited. 
  • When a user email is inactive, you will be notified as followed. 

report_scheduler_inactive_email.png

  • Click the pencil icon.

report_scheduler_inactive_email_2.png

  • Select an email from the list of existing active email accounts. 

report_scheduler_recipient.png

  • To delete an existing schedule, clickthe bin iconand the following modal will be shown to confirm the action. 

report_scheduler_delete.png

 

FAQs

Can you schedule reports for both pre-built reports and custom reports?

  • Yes, all reports can utilize the reports scheduler.

 

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