Email Reports

The email reports guide configures automated email delivery of system reports.

How to Access

Navigate to: Sidebar > Guides > Email Reports

Route: /warehouse/guides/s_email_report

Quick actions:

• Open list
• Create new

Overview

Email reports allow scheduling automatic delivery of system reports to specified email addresses. This is useful for managers and owners who need to receive daily, weekly, or periodic reports without logging into the system.

List Columns

Column	Description
No.	Internal number
Name	Report configuration name
Email	Recipient email
Report type	Type of report
Schedule	Delivery frequency

Fields

Field	Description	Required
Name	Configuration name	Yes
Email	Recipient email address	Yes
Report type	Type of report to send	Yes
Schedule	Delivery frequency (daily, weekly, etc.)	Yes

Step-by-Step Guide

Setting Up an Email Report

1. Go to Guides > Email Reports.
2. Click Add.
3. Enter a Name for the configuration (e.g. "Daily Sales to Manager").
4. Enter the recipient Email address.
5. Select the Report type.
6. Configure the Schedule (how often the report should be sent).
7. Click Save.

FAQ

What reports can be sent by email?

The available report types depend on your system configuration. Common options include sales summaries, stock balances, and financial reports.

Can I send a report to multiple recipients?

Create separate email report entries for each recipient, or use an email address with distribution list capabilities.

When are reports sent?

Reports are sent according to the configured schedule. Daily reports are typically sent in the morning for the previous day's data.