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How to Store and Automate Reports

To save and automate reports, you can use the Stored Reports page. Here's a step-by-step guide on how to create a new automated report:

1. Go to Reports > Stored Reports and click Create.

2. Name your report, for example, "Monthly Orders". Select a report type from the category dropdown. Then, choose the merchant, store locations, and terminals for which you want data.

For the start and end date fields, you can input various codes to generate dynamic dates. Here are some examples:

Daily report:
Start Date = yesterday.startOfDay
End Date = yesterday.endOfDay

Weekly report:
Start Date = today.subWeek.startOfWeek
End Date = today.subWeek.endOfWeek

Monthly report:
Start Date = today.subMonth.startOfMonth
End Date = today.subMonth.endOfMonth

Once you're done, click Save. You'll be redirected to the reports list and see a notification that your custom report was created.

1. Click on your new report to view its details. Now, let's choose who will receive the report. Select the Recipients tab, then click Create.

For the driver, select "Mail".

For date reference, type "today".

Then, add the recipient's name, their email address, and a subject line for the email.

1. Click Save.

2. Now, let's set how often the report will be sent. Select the Schedule tab, then click Create.

Choose the frequency and time, then click Save.

That's it! Your report will now be sent automatically based on your frequency and recipient settings.