How to configure the HPPI report to be sent

  Here is the common setup that any store can configure to send to HPPI.  As this will add an employee, it’s best if the store owner or manager creates this user. 

First an employee will need to be created.  The key fields will be the “Contact Info” – “Email”, and the “Employee Settings” – Permissions.  Please use the attached screenshots 1 & 2 below as the template for each of the fields.

Open

Open

Then log into Pet Tracker as the NEW “HPPI Employee” you just created and use the password entered during the employee setup process. 

Once logged into Pet Tracker, go to the Reports, “Sold Pets (xls)” report, and choose the “Scheduled” tab and hit NEW.  Configure the report to be sent for the Last 7 days and to run Weekly on Sundays.  (screenshot 3).  Take note of the email address at the top of the screen as that is where the report will be sent to. It should be the email address you entered when you created the HPPI Employee.

Once the report is scheduled, you should be able to see the report in the Scheduled tab. (screenshot 4)