Schedule a report by email

Use a schedule when someone wants the same report in their inbox every day, week or month. For a one-off copy, export the report instead: see Find and run a report.

1. Click the gear (top right), then Reports Scheduler.

2. Click New Report Schedule.

3. Under Report to schedule, pick the report. Its name goes into Title. Change the title if you like.

4. Pick the Frequency:

   • Daily.
   • Weekly: pick the Day of Week.
   • Monthly: type the Day of Month.

5. Type the email addresses in Recipients, separated by commas.

   12345

6. Open the Period tab and pick the dates the report covers, like Yesterday, Last 7 Days or Previous Month. Report Defaults uses the report’s own.

7. Pick the Out Format: Excel or CSV.

8. Click Save changes.

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Send, change or stop a schedule

Click the schedule’s title in the list to open it.

• Send it now: on the Period tab, click Send Now. The schedule is saved first, then emailed.
• Send a past day again: on the Resend Report tab, pick the date and click Resend.
• Change it: edit what you need and click Save changes.
• Stop it: untick Schedule is active and click Save changes, or click Delete (bottom right) to remove it.

Good to know

• Schedules go out at about 5:00 AM, store time. Last Run in the list shows when one last went.
• Only the Period is set here. Every other filter is the report’s default.
• A schedule is for the store you’re signed in to when you create it.