Scheduled Email Reports

The portal allows you to view and schedule email reports.

To view and schedule an email report, follow these steps:

1. Click on the Reporting tab on the side navigation.
2. Click Scheduled Email Reports.
3. A list of your various scheduled email reports is shown.
4. Customers can also enable/disable by just enabling the toggle button.

5. Click on Add Report.

6. Select Report Type and click on Proceed.

7. Enter the details, select the items, and click on Next.

8. Choose the fields to be included in the report and click Next.

9. Select the Frequency to set the frequency of receiving the reports and click on Finish.