Shifts, reports & accounts
Receive scheduled reports
Have an enabled report schedule send the selected figures to approved recipients.
WHERE TO FIND IT
Reports → Schedule / Scheduled reports
Step by step
Open a report and select the store and filters to include.
Choose Schedule, give it a clear name, and set its frequency and time.
Select CSV or Excel and check each recipient's email address before saving.
Use Run now to test delivery. Pause schedules that are no longer needed.
Manage and troubleshoot delivery
- Choose daily, weekly or monthly delivery with the appropriate day and local time. Save the report’s store and filters as well as its CSV or Excel format; recipients receive that configured view.
- Check the last run and result after using Run now. If that works but a scheduled run is missing, check Scheduler status and the timezone. If the test fails too, inspect email delivery settings.
- Edit recipients as staff responsibilities change. Pause a schedule while it is not needed, resume it when ready, or delete an obsolete schedule without affecting already recorded sales.
Tools and options
- Scheduled report emails
- Send reports daily, weekly or monthly to selected recipients.
- Run, pause & resume schedules
- Test a report now or pause automatic delivery temporarily.
