How to setup Email Reports

How to setup Email Reports

The procedure to setup individual Email reports is detailed below.

1. Setup Report
   1. Navigate to Reports > Setup
   2. Select an available report on the left hand side
   3. Name the report
   4. Select the appropriate report
   5. Select the desired report options
   6. Select the 'Output' tab
   7. Enter the File Name (Example = %dDailySales.pdf)
      1. Note: %d will insert the date into the report name
   8. Enter the Email Address to send the report
      1. Note: If sending to more than one person place a semicolon (;) after the first email address and enter the next email address
   9. Select Save and Close
2. Setup an Event to send the report
   1. Navigate to Miscellaneous > Events
   2. Scroll down to an available Event
   3. Enter a name for the Event (Example: Daily Sales Email)
   4. Select the Report to email
   5. Select 'Active"
   6. Select 'Frequency'
   7. Enter time to send email
   8. Select Save and Close