Scheduled Reports

Set up automatic report schedules so important reports run automatically every day, week, or month. Never forget to pull a critical report again!

Note: Creating and managing schedules requires Manager or Admin role.

Viewing Schedules

Click "Schedules" in the sidebar to see all configured schedules. Each schedule shows:

Creating a Schedule

  1. Click "Add Schedule"
    Click the blue "Add Schedule" button in the top right corner.
  2. Name your schedule
    Give it a descriptive name like "Daily Over/Short - All Stores" so you can easily identify it later.
  3. Select the report type
    Choose which report you want to run automatically.
  4. Select store(s)
    Choose one or more stores. The report will run for each selected store.
  5. Set the frequency
    Choose how often the report should run:
    • Daily - Runs every day at the specified time
    • Weekly - Runs once a week on the day you choose
    • Monthly - Runs once a month on the date you choose
  6. Set the time
    Choose what time of day the report should run. Consider when stores close and data becomes available.
  7. Configure report parameters
    Set the period and other options just like a manual report request.
  8. Save the schedule
    Click "Create Schedule" to save. The schedule will start running at the next scheduled time.

Schedule Frequency Tips

Frequency Good For Recommended Time
Daily Over/Short, Daily Sales, Exception Reports Early morning (e.g., 6 AM) after stores close
Weekly Weekly Summaries, Department Analysis Monday morning for previous week's data
Monthly Month-end reports, Performance Reviews 1st of the month for previous month
Tip: Schedule reports to run after your stores typically close. For example, if stores close at midnight, schedule reports for 2 AM to ensure all transactions are included.

Editing a Schedule

To modify an existing schedule:

  1. Find the schedule in the list
  2. Click the edit icon (pencil) in the Actions column
  3. Make your changes
  4. Click "Save Changes"

Pausing and Resuming

You can temporarily pause a schedule without deleting it:

  1. Find the schedule
  2. Toggle the "Active" switch to off

The schedule will stop running but keep all its settings. Toggle it back on when you're ready to resume.

Running a Schedule Now

To run a scheduled report immediately without waiting for the next scheduled time:

  1. Find the schedule
  2. Click "Run Now" in the Actions column

This creates report requests just as if the schedule had triggered normally. The next scheduled run time is not affected.

Deleting a Schedule

To permanently remove a schedule:

  1. Find the schedule
  2. Click the delete icon (trash can)
  3. Confirm the deletion
Warning: Deleting a schedule cannot be undone. If you might need the schedule again, consider pausing it instead.

Viewing Scheduled Report Results

Reports generated by schedules appear in your Report History just like manually requested reports. You can filter by date to find reports from a specific scheduled run.