AskTreez: Scheduled Notifications

The ‘Notifications’ tab is home to all of the pending, scheduled notifications for your shop and allows you to embed Key Performance Indicators (KPIs) in a customizable, preset report for each of your stores. The notifications can be sent to select recipients, across a date range and in a cadence of your choosing. The data for Notifications updates nightly, so you will not see today’s data until the next morning at 5 AM PST. 

• Delete: To delete a scheduled report, select the icon.
• Edit: To edit an existing report, click the icon.
• Force Send: To force send a scheduled report immediately, select the icon. 

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Report Types 

Sales

The Sales Report comes embedded with the following KPIs:

• Total Net Sales
• Total Units Sold
• Total Transactions
• Average Items per Ticket
• Average Order Value
• First Time Customers
• Category Sales
• Sales Overview
• Sales Category by Stores

Customer

The Customer Report comes embedded with the following KPIs:

• Customer Count 
• First Time Customer
• Returning Customer
• Net Sales by Customer’s Age
• Net Sales by Customer’s Gender
• Customer Source 

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Creating a Scheduled Report

To create either a one-time or recurring scheduled report for your organization, follow the steps below:

Step 1: Navigate to the ‘Notifications’ tab within your AskTreez portal.

Step 2: Select the green + ADD button

Step 3: Begin building your scheduled Notification by filling out the following fields:

• Scheduled Report Name: Enter a Report Name. We recommend using a descriptive name as this will display as the email subject when the notification is sent. 
• Store: Select the stores you’d like to have this Report generated for. 
• Message: Add any internal notes regarding the Report. We recommend using this as a place to add any contextual information to the data or to share instructions for any action items. 
• Report Type: Select the report type. You will see a preview of the report’s metrics that will be shared in the scheduled notification. 
• Date Range For Data: This parameter can be used to customize how far back in time the report will go. The date range can be set to a maximum of 1 year in the past, i.e., previous 365 days, previous 52 weeks, previous 12 months.

NOTE: Please note that the pulses default to starting on the previous day. 

• Add Recipients: Add as many email addresses as you’d like – simply type in the email address of the recipient(s) and click Add. 
• Schedule For Sending: Set up your notifications to be emailed: 
  • Daily: Set up a daily notification that fires at a specific time of the day. 
  • Weekly: Choose the day of the week and time of day you’d like the notification to be sent. 
  • Monthly: Choose the day of the month and time of day you’d like the notification to be sent.

NOTE: Currently, we only support sending in hour or half-hour increments. 

Step 4: Select the green Save button to save your new Notification! 

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