Scheduled Reporting
What you can configure for email delivery
Sales and End of Day reports can be emailed automatically to one or more recipients.
Navigate to the Subscriptions secondary tab (Retail Analytics -> Live Feed -> Subscriptions), and select the "+ Add Subscription" button.
Select the report(s) you want to be emailed.
Select which location(s) will be included in the emailed report.
If your organization has more than one location, you can configure each location to be a separate email.
Add the email(s) of your recipients, and select "Add"
Delivery window: Select any delivery time between 6:00 PM and 5:00 AM, and choose a time zone.
Business day logic
Emails sent before midnight reflect same-day results.
Emails sent after midnight (within the delivery window) reflect the prior business day to maintain closeout consistency.
Final step is to select Create Subscription. Happy Reporting!
Email History
Keep track of your reports.
If you encounter any issue receiving the scheduled report, have peace of mind in checking its delivery success directly in your Retail Analytics dashboards.
Navigate to Retail Analytics -> Live Feed -> Email History
If you have encountered an email delivery issue, please reach out to [email protected] with the report type & delivery status.