Use Case: Schedule Reports for Regular Email Delivery

Owned by Miles Graves
Feb 09, 2024
3 min read

You can use the Schedule Report tab available on the Reports page to set up the generation of available reports ahead of time and conveniently deliver the .CSV file to the email addresses of your choice and at the interval & time of your choice. This tutorial will walk you through the steps to set up scheduled email delivery for your preferred Quick Report(s).

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Partial view of the Create Reports page Schedule Reports tab.

Objective

Use the Portal to schedule a report available to your entity to be sent to the email(s) of your choice

 

Audience

  • Facilitators

  • Referrers

  • Merchants

Environment(s)

  • Portal (Production)

Prerequisites

  • Your Merchant, Referrer or Facilitator account must be fully boarded.

  • Live or test data must be processed through the platform to be available to report.

  • You must have at least one valid email address to receive the report delivery.

Warnings

Warnings will provide insight or advice to avoid issues related to risk, visibility, and overall product performance during this use case.

Warning: Not all reports are available for the Schedule Reports generation option. Only reports available with Quick Reports can be scheduled.

Tips

Tips will provide suggestions to streamline or better prepare you to apply this use case tutorial.

Additional Resources

See the tips below to help you get started.

  • See Reporting for various reporting options and more information about scheduled reports.

  • See Available Portal Reports for a matrix of Quick Reports available for scheduling on the Portal, the applicable entity levels they’re available for, a brief description of each report, and its intended purpose.

  • See Reporting Values for a table displaying the descriptions of data shown on various reports. This can help more quickly identify the data on your reports.

Schedule a Report for Email Delivery

1: Access the Reports Page

  • Step 1: Click the PLUS icon next to Reports in the left-hand navigation panel to open a drop-down menu.

  • Step 2: Click Create Reports in the Reports drop-down menu to open the Reports page.

  • Step 3: Click the Schedule Report tab.

2: Configure the Scheduled Report

  • Step 1: Click the Schedule Report tab at the top of the Reports page.

  • Step 2: Click the + Schedule Report button to open the New Report Schedule lightbox.

  • Step 3: In the lightbox, select an available Quick Report from the Reports dropdown.

  • Step 4: Under Recurring, select the interval: Daily, Weekly, or Monthly.

  • Step 5: Under Time, select the time of day. (Note: This feature is based on the EST time zone.)

  • Step 6: Under Add Emails, add each relevant email address you want to receive the scheduled report. (Note: Emails are separated by a comma or return line upon entry.)

  • Step 7: (Optional) Under Filter By, Include all divisions and Merchants, or choose a specific entity you’d like to filter the information by.

  • Step 8: Click the Confirm button to finish setting up the scheduled report.

Result: After generating your report, you’ll receive an email with the report in PDF and Excel-compatible format (.CSV) with your filtering preferences applied.

Conclusion

When the Report has finished being generated and is delivered to your email, you can use the data in a variety of ways to help improve your business or just for metrics tracking.

  • The report will also be made available under the Report History page until the expiration date that is displayed on the page.

References