Report scheduling in Retail POS (X-Series) simplifies the reporting process for merchants who need to update their stakeholders on a regular basis. This feature allows reports to be automatically emailed to specific stakeholders on a customized schedule, saving time and effort for Admin users and store managers.

Creating a scheduled report

To create a scheduled report:

1. In Retail POS, navigate to Reporting.

2. Click a report category in the left side menu (for example, Sales reports, Inventory reports, or Payment reports).

   

3. Customize a report or click one of the existing reports listed at the top of the page.

4. Click Actions... > Share.

   Only saved and prepared reports that use a relative date range (for example, Previous month or Previous day) can be scheduled. The Share option won’t appear if you select an absolute date range, like August 1 - August 15.

   

5. In the pop-up, enter your recipients’ email addresses in the Recipients field. You can add up to 50 recipients.

   

6. Select an Email frequency. You can have scheduled reports sent to your recipients Daily, Weekly (on a day of your choice), or Monthly.

   

7. Click Save schedule.

   

Once your schedule is saved, the recipients you added will be notified according to your settings. Only one schedule can be assigned to each report. If necessary, you can duplicate a report to send it at different intervals.

Creating a scheduled report for yesterday’s data

You can use the Day to date feature to send reports from yesterday (for example, if you need Monday’s sales data to be sent on Tuesday).

To create a scheduled report for yesterday’s data:

1. Navigate to Reporting.
2. Click a report category in the left side menu (for example, Sales reports, Inventory reports, or Payment reports).
3. Customize a report or click one of the existing reports listed at the top of the page.

4. Click the Date range dropdown.

   

5. In the Specify period tab, select Day and toggle on Day to date.

   

6. Click Apply.
7. Click Save report.
8. Click Actions... > Share.
9. In the pop-up, enter your recipients’ email addresses in the Recipients field. You can add up to 50 recipients.
10. Select an Email frequency. You can have scheduled reports sent to your recipients Daily, Weekly (on a day of your choice), or Monthly.
11. Click Save schedule.

Editing a scheduled report

Only the owner of a scheduled report can edit the recipient list or email frequency. In the event that the owner is no longer a Retail POS user, the scheduled report will need to be set up again.

To edit a scheduled report:

1. Navigate to Reporting > Shared reports.

   

2. Click the pencil icon (Edit) beside the scheduled report you want to edit.
3. Edit your Recipients list by removing or adding email addresses. You can also edit your Email frequency.

4. When you’re finished editing, click Save.

   

Your scheduled report is now updated according to your new settings.

What’s next?