✔Open the report that needs to be scheduled.
✔Click the button.
✔Select how often you want to run the report like Hourly, Daily, Weekly, or Monthly, and proceed to the next step. Click on Save and continue.
✔Pick the date & time when the reports need to be delivered. Click on Save and continue.
✔Enter Email: Enter the email address to which you want to send your reports. You can add more than one email address by separating them with a comma.
Enter CC: Enter Email IDs to which you want to Carbon Copy the email.
Enter BCC: Enter Email IDs to which you want to Blind Carbon Copy the email. This step is Optional.
Reply Email: Enter the Email address to which the person on the receiving end can reply.
Personalized Fields: The tool makes it convenient to draft the e-mail. You can drag and drop the personalized fields into the Subjects box or the Contents box.
Email Subject: Write a brief subject for the email.
Email Contents: Write a brief description of the scheduled report for your recipient.
✔Select Report Format: You can choose between Excel, CSV and PDF formats for your Report.
✔Select Attachment Type: You can choose between Zip, File and Link type for your email attachment.
.Zip: You will receive the report in a compressed .zip format. The file is low in size. The report is contained in the file. The report can be viewed by extracting it from the .zip file.
File: You will receive the report file as it is, in the email attachment.
Link: You will receive a download link for the report, in the attachment. You can download the report by clicking on the link.
✔Ignore Blank Reports: Choose whether you want to receive a report without any active data.
For Example, you have scheduled a Daily Sales Report. Let's consider that one of the days, there were no sales in your store. If you don't want a report without any data, then select 'Yes'. If you still want to go ahead and receive the empty report, then select 'No'.
✔Advanced Excel Options
Static File Name: You can choose to have a static/fixed file name for the scheduled reports. Normally, the file name changes according to delivery date & time.
Header Text: Add a header to your report, which will be shown at the top of the report.
Text Color: Add a custom color to the Header text. The color is set to Black (000000) by default. You can double-click on the field and select a colour, or manually add a hex code.
Background Color: Add custom background color for the Header cell. The color is set to White (FFFFFF) by default. You can double-click on the field and select a colour, or manually add a hex code.
Text Size: You can vary the text size from 12 to 24. It is set to 12 by default.
Text Alignment: You can align the text in the cells to left, right or centre. It is set to 'left' by default.
✔Finally, click the 'Save and Continue' button.