How to schedule a report export

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Overview Video

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Scheduling an export of a report

1. Select the Export button in the top right-hand corner of any reporting page.
2. From the dropdown, select Schedule recurring email….
3. Enter email recipient(s).
4. Choose frequency.
5. Select the day and time you want the export sent.
6. Timezone adjustments are available if needed.
7. Tap **Schedule**.

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Additional Notes

• Scheduled exports are not available for Orders and End of Day Reports.
• All scheduled exports will be sent as a PDF attachment.
• The Scheduled Timezone should correspond to the timezone of the email recipient.