Schedule a Report

Scheduling Reports

1. Click REPORTS & TOOLS >>> SCHEDULED REPORTS.
2. Select the + Add New icon.
3. Enter the name of your report.
4. Select the type of orders you would like to export. Buy Plan Orders, QuickFill orders or both.
5. Select your Brand.
6. Enter in the email addresses of the recipients separated by commas of where you would like to receive the reports.
7. Select the blue SAVE button.