In this section, vendors can schedule transaction/refund reports to be sent automatically to multiple email addresses. It allows vendors to set the frequency (e.g., daily, weekly, bi-weekly, or monthly) and apply custom filters and date ranges.
Note: This feature is only accessible for server owner, vendor admin or store manager account. Users can only view/select and schedule templates whose data scope is within their permissions. Recipient emails must also have permission to access the report’s data scope; otherwise saving is blocked.
Before setting up a scheduled email report, you should customize your report with filters, name it, and save it in Location Performances or Report Pro. For detailed steps, please refer to
Create a Schedule
Click “Create First Report” or “Add New” to set a report schedule. In the Add New Scheduled Report page, choose the pre-saved report name from the drop-down list and enter the required fields. You can refer to the descriptions below.
Field Name | Required Field | Description |
Report Name | Drop-down List | You can search for the report name from the pre-set filters. Each report name includes an identifier to differentiate between Location Performance and Pro reports. Note: Only templates within the users’ access scope are available for selection. |
Description | Text | You can describe the scheduled report here. |
Frequency | Radio Button | When you choose a frequency (Daily, Weekly, Monthly, etc.), the report will be generated at the end of that period (end of day, end of week, end of month). Example: - Daily → generated at the end of the day - Weekly → generated at the end of the week - Monthly → generated at the end of the month Note: The default setting is daily. |
Start Date/End Date | Drop-down List | Set the time range for the email report. If an end date is entered without a start date, the start date will default to the current date. |
Continue Forever | Checkbox | When it is enabled, the schedule will keep running with no end date. |
Email Recipients | Text | Define the email addresses that can receive the report. You can enter one or multiple email addresses. The addresses will be validated when saving. |
Email delivery is scheduled based on the vendor's local time zone.
Edit & Delete a Schedule
The created schedule will be displayed in the schedule list. You can edit/suspend/delete the schedule.
Here are the functions of the icon:
1: Click the edit icon to edit schedule information.
2: Click the stop/start icon to pause or restart sending report emails.
3: Click the trash button to delete the schedule.