Scheduling reports allow you to stay on top of your business by analyzing your sales, profit, and inventory weekly, monthly or yearly. You can schedule a variety of reports that will be sent to your email according to their scheduled time.
You can schedule reports in CellSmart POS, and select the time period for when you want the report to be scheduled.
To Schedule reports you may:
- Click on the Report Schedule tab.
- Click on the Blue plus icon.
- Select a Report by clicking on the Report drop down menu.
- Select when you want the report to be sent weekly or monthly by clicking on the recurring type drop down menu.
- In the Schedule section, select which day you want the report to be sent by clicking on the drop down menu.
- Select the From and To dates by using the drop-down menus
- Enter the Email address for where the report will be sent to by clicking on the Set Emails button.
- Select the email address from the list of e-mail address list in the Email settings window.
- Enter the subject and the text in the body of the email and click send.
- Click save to schedule the report.
How to Schedule Reports:
Made using CellSmart POS Version 220.127.116.11 by Author F.K Published on 08/18/2016