How to schedule a report to auto-generate and send to a user's email
This article is for anyone who needs to schedule a report to automatically generate and be emailed to them in the Pinogy Point of Sale.
Most of our modules contain a Reports button to generate reports of items related to that specific module. The reports can be set to auto-generate and be emailed to the user who set the scheduled report.
To do this :
Go to Reports in the module you want to send a report from.
Select the report you want to schedule
Click on the Scheduled tab
In the Manage Report Schedule window that appears select a specific location or all locations as needed.
Select the time period you want the report for (daily, weekly, monthly, etc)
Select the date you want to start receiving reports on. If you want weekly or longer time frame you will want to select which day you want the first report to be sent on.
Set how often you want to receive the report.
Select what time you want to receive the report. All options are on the hour.
Once done click Add
The email will be sent to the email address of the person who set the scheduled report. This will be listed at the top of the scheduled report’s settings. Other individuals will need to set the same report under their user account to send to their email addresses. If the report is sent to a shared email address this is not needed.
Once a report is scheduled it will appear in the list. Double-clicking on it or highlighting it and then clicking Manage will let you go back and adjust its settings. The window will look the same as the window to create a scheduled report except instead of Add it will say Update. The scheduled report can also be disabled or deleted here.
