HelpCenter

Steps for managers to schedule reports for recurring email delivery.

To begin, open the Reports page under the "Analyze" tab in your dashboard.

Select the report you want to schedule.

1. Select criteria to view
2. Click the "Apply"
3. Click the Schedule Report icon located on the lower right side of the page

After clicking the Schedule Report icon:

1. Select date range
2. Select Export File Format
3. Select Frequency to execute report
4. Select time to send report
5. Enter email address(es) to send report to. Hit the "Enter" button on your keyboard after typing the email address so it registers
6. Click the Schedule button

To review or edit existing scheduled reports:

1. Navigate to the "Manage" tab located on the left side of the page
2. Under the Manage Store section, click on "Scheduled Reports"
3. Under the "Actions" column, click the Edit Report (pencil) or Delete Report (X) icon

4. Editing will allow you to add or remove subscribers