Scheduled reports in the enterprise panel

Overview:

We are pleased to announce the introduction of the Scheduled Reports feature in the Enterprise Panel. This enhancement automates the delivery of critical reports, eliminating the need for manual downloads and ensuring timely access to vital information.


Feature Highlights:

  1. Schedule reports: Set specific times or days to receive important reports, streamlining the reporting process.
  2. Recurring emails: Once scheduled, reports are automatically delivered to your inbox daily, weekly, or monthly.
  3. Customization: Customize your reports by selecting the type, business location, and delivery frequency.


How to use the scheduled reports feature:

  1. Navigate to the Enterprise Panel: Access your command center.
  2. Provide a title: Name your scheduled report for easy identification.
  3. Choose your reports: Select the report type from the available options.
  4. Select business location: Specify which location the report should cover.
  5. Enter email addresses: Designate recipients by entering their email addresses.
  6. Choose frequency: Set the delivery frequency—daily, weekly (choose a day), or monthly (reports are sent on the 1st of every month).
  7. Save settings: Save your configurations. Reports will then be delivered in Excel format according to the set schedule.



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