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How to Schedule Reports Automatically

Automatically send order reports to your inbox or team on a set schedule.

Why this matters

  • Save time on manual exports
  • Keep your team updated automatically
  • Ensure orders are tracked without logging in dail

Steps

  1. Go to Reports & Tools → Scheduled Reports
  2. Click + Add New
  3. Enter a name for your report
  4. Select the order type:
    • Buy Plan Orders
    • QuickFill Orders
    • Or both
  5. Select your Brand
  6. Enter the email addresses of recipients (comma separated)
  7. Click Save

⏰ Reports are generated daily at 2:00 PM AEST. Emails will be sent shortly after generation

Troubleshooting

Not receiving reports? Check spam/junk folders