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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…, then click Add Schedule.
  3. Choose whether you want to export:
    • the full report, or
    • an individual element.
  4. If exporting the full report, choose the layout format of the PDF. If exporting an individual element:
    • Select the specific widget (individual element) you want included.
    • Choose the export format: Excel or CSV.
  5. Edit the file name if needed.
  6. Enter email recipient(s).
  7. Choose frequency.
  8. Select the day and time you want the export sent.
  9. Timezone adjustments are available if needed.
  10. Click Schedule.
The information included in the export will reflect the data selected at the top of the report page (i.e. Date Range, Lane, Department, Cashier, etc).

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Viewing all your scheduled reports

Select Reports on the left-hand menu, then Scheduled Reports to see every recurring export you’ve set up for your store or banner, depending on your scope, in one table. Scheduled Reports page in the left-hand Reports menu, listing scheduled exports with their cadence and recipients The table lists each schedule’s Report, Scope, Export (the full report or a specific element), Format, Cadence, Next Send date and time, Recipients, and Status. Select a schedule from the table to edit it.

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Additional Notes

  • Scheduled exports are not available for Orders and End of Day Reports.
  • Full-report exports are sent as a PDF attachment. Individual-element exports are sent as an Excel or CSV attachment, depending on the format you choose.
  • The Scheduled Timezone should correspond to the timezone of the email recipient.