Schedule a Report

Overview

Within the Order Management System, you can set your companies users to receive scheduled reports. 

Step 1

Navigate to Reports > Scheduled Reports > Add New Report

Please see below breakdown of the options:

Warehouse - If you are a Multi Warehouse client you can filter report by a selected warehouse

Report Frequency - Options are Daily, Weekly, Monthly

Day of Week - Only for Daily reports

Day of Month - Only for Monthly reports

Time - Time the report will be run, add a few mins on for the generated email to be sent

Report Type - The reports range from Low Stock, Expiry Dates, Inventory, Outstanding Orders, Backorders, Pre-Orders, Sales per order channel and many more - Plus custom reports can be scheduled too.

Users - Drop down of your users on the OMS. Select which users get the report emailed.

AttachCSV - By default the report will just be populated in the body of the email. By toggling the AttachCSV will add the report in an excel CSV sheet to the email so you can download and slice & dice your report.