Scheduled reports
Get a report by itself every day, week or month as a PDF or an Excel file: the owner's daily summary (yesterday's sales, payments received, expenses, net profit, top items and low stock), sales, top-selling products, profit, expenses, VAT, customers who owe, low stock or the trial balance. It goes to your users by email and as a notification in the app, to any email address and to WhatsApp numbers. Part of the Automation add-on.
Steps
- Open Automation → Scheduled reports and press Owner's daily summary: it is ready to send yesterday's figures at 08:00 to you. Or press New schedule and pick any report.
- What: pick the report, the period it covers (yesterday, the last 7 days, last month…), PDF or Excel, and English or Arabic. Customers who owe, low stock and the trial balance are as they stand when sent.
- When: every day, every week on a day, or every month on a day (31 means the last day of each month), at a time on the store's clock. The form shows the next send.
- Who gets it: add users (an email with the file and a notification in the app), email addresses (the file is attached) and WhatsApp numbers (a message with the file's link). Up to 20 recipients.
- Tick On and Save. Press Send now on a schedule to send it at once and check what it looks like.
- The Run history tab lists every send: the period, who got what and the file to download. Each schedule keeps its last 30 runs.
Tips
- The figures are the same as on the dashboard and report screens for the same days, because the report is made from them.
- WhatsApp goes through your WhatsApp Business API when you name an approved template with 3 values (the report, the period, the link); without one, each message is a ready Send on WhatsApp link in the run history.
- Emails go from the store's own mail account (Settings → Email). The file's link works without signing in, so share it only with people who may see the figures.
In the app, press F1 or ? on this screen to open this guide next to your work.
This guide belongs to the Automation & scheduled reports module. Learn more
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