Purpose

The purpose of this article is to outline the process for scheduling reports to be automatically generated and emailed in either PDF or Excel format on a recurring basis (daily, weekly, or monthly) in 365 Catering (Spoonfed) systems.

The initial suite of reports that may be scheduled are:

• BEOs (Banquet Event Orders)
• Custom Production Reports
• Standard Production Reports
• Custom Order Reports 
   

Process

1. Navigate to Setup > Scheduled Reports.
    
2. This main page shows a consolidated view of all scheduled reports, including:
   • Report Type
   • Report Name
   • Frequency (Daily, Weekly, Monthly)
   • Recipients
   • Format (PDF or Excel)
      
3. From the Scheduled Reports Page, you may view existing, add, edit, or remove an existing report.
    

Creating a Scheduled Report

1. Navigate to Setup > Scheduled Reports.
    
2. Click Create Scheduled Report.
    
3. Choose from available Report Types:
   • BEO Reports – standalone reports.
   • Orders – includes standard and custom order reports.
   • Production Reports – includes standard and custom production reports.
      
4. Select the specific Report.
    
5. Configure the Report using available filters.
   • Date Range
     • Today
     • Yesterday
     • Last 7 Days
     • Last 30 Days
     • This Week
     • Last Month
       • Some reports (e.g., BEOs) also support forward-looking ranges like Next Week.
          
   • Site / Branch (Optional)
     • Select one or multiple locations.
        
   • Order Status (if applicable)
     • Available for report types such as Orders, BEOs, and custom reports.
        
6. Set the Delivery Schedule:
   • Daily
     • Select delivery time
        
   • Weekly
     • Select one or more days of the week
     • Select delivery time
        
   • Monthly
     • Choose either:
       • A specific date (e.g., 15th of each month), or
       • A relative schedule (e.g., first Monday)
     • Select delivery time
        
7. Add Recipients
   • Enter one or more email addresses to receive the report.
      
8. Save and confirm your settings.
    

Edit or Delete a Scheduled Report

1. Navigate to Setup > Scheduled Reports.
    
2. Click into the Scheduled Report you wish to Edit or Delete.
    
3. Edit a Report:
   • Open the report configuration
   • Update filters, schedule, or recipients
   • Save changes.
     • A confirmation message will appear after successfully saving changes.
        
4. Delete a Report:
   • Select delete
     • A warning/confirmation message will appear. Confirm you are on the correct report to be deleted.