Frequently Asked Question

Setting up Schedule Reports

This guide outlines the process for configuring and managing automated report scheduling.

Phase 1: Pre-Configuration (Layout Setup)

Before scheduling a report, you must define what the report looks like. Any filters applied on the reports page will carry through to your automated output.

As an example we will follow the steps to create an automated Order Summary report for POs created over the weekend.

1. Select Report Type: Navigate to the Reports > Order Summary
2. Apply Filters:
   • Status Field: You may set this as needed; it respects system filters correctly.
   • Fields to Avoid: Do NOT set "Retailer TP name," "PO number," or "PO created" as filters during layout configuration to avoid over-filtering.
3. Save Layout: Create a custom layout (e.g., "weekendPOs").
   Note: You must save your custom layout first; saved layouts will then auto-populate in the schedule configuration menu.

Phase 2: Configuring the Schedule

Once your layout is ready, follow these steps to automate the delivery.

1. Name & Layout: Select your saved layout > Select Saved Layout > (e.g., "WeekendOrders").
2. Define Date Range: For capturing weekend orders, use the following logic:
   • Entity Date Column: "po_created"
   • Select Schedule Report Type: "Order Summary"
   • Entity Date: Set to Last 3 days.
3. Select Retailers: * Pro Tip: During the initial creation, you can select multiple retailers simultaneously. Take advantage of this, as editing is more restrictive later.
4. Set Frequency: * Day: Every Monday.
   • Time: Select 9:00 AM.
   • Execution Window: The system executes reports within the specified hour (e.g., a 9:00 AM selection means the email will arrive anytime between 9:00 AM – 9:55 AM).

Phase 3: Delivery & Distribution

• Default Destination: Reports are automatically sent to the email address associated with the login account.
• Routing to Different Emails: Currently, reports are sent to the login email of the person setting the schedule.   Please use our suggestion box if you would like to add to this option.

Phase 4: Managing and Editing Reports

The system currently has a "one-to-one" relationship logic for scheduled reports.

System Limitations

• The Edit Restriction: While you can create reports for multiple retailers at once, the Edit function only allows you to modify one retailer per report type at a time.
• No Copying: There is currently no "Duplicate" or "Copy" function for existing configurations.
• No Bulk Editing: You cannot select multiple scheduled lines to edit them at once.

Best Practices for Changes

If you need to make significant changes to multiple reports:

• The "Delete & Recreate" Method: It is often faster to delete existing scheduled reports and recreate them from scratch rather than editing each line item individually.
• Initial Accuracy: Because of the editing limitations, ensure all retailers and filters are 100% correct during the initial setup phase.

Summary Table: System Behavior

Status Alert: The development team is currently investigating a regression where the "Edit" mode previously allowed multiple retailer selections but has since reverted to single-selection. Future updates are expected to improve these editing capabilities.

Future Development: We always love feedback and suggestions to improve our product and service.   What do you like?  Don't like?  Wish was added or changed?  Please let us know of any suggestions or enhancements you would find valuable using our suggestion box.