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Schedule a report

If you need to schedule a report to run automatically, you can do this within a few simple steps.

Written by Cristian Bolba

The ability the schedule reports is available to all customers and all end users, most reports now come with the ability to schedule and all reports in the future will have this feature.

Scheduling allows you to set the frequency that report is automatically ran for allowing you to pre-run reports overnight to have a copy in the morning of the day the report is required. Reports are available throughout multiple modules within Procure Wizard including mini markets, suppliers, and advanced stock, etc., the below are generic steps using the most common area for reports which is the reporting suite.

πŸ“Œ Notes:

  • Once created all your scheduled reports can be found and managed via reporting and my scheduled reports.

  • When the report runs it will send you an email informing you that the report has ran and link to download the file from my report history.

  1. Click the Admin Cogs along the top bar.

  2. Click Reporting, then select the report from the list.

  3. Set the report parameters and click Schedule Report.

  4. Set the following:

    1. Schedule frequency: today, daily, weekly, or monthly.

    2. Schedule title.

    3. Optional alternative email address.

  5. Click Create.

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