Managing Scheduled Reports
Overview
In this guide, we will show you how to create Scheduled Reports on your account.
Creating Scheduled Reports
1. Click Dashboard (left menu) > Reports > Scheduled Reports:
2. On the Add Scheduled Report page, define report criteria as required and once done, click 
(bottom right):
3. Your Scheduled Report will then be created and when due, report will be emailed to User(s) added.
Editing Scheduled Reports
1. Click Dashboard (left menu) > Reports > Scheduled Reports
2. On the Scheduled Reports page, find the report you wish to amend and within the Actions column, click 
3. On the Update Scheduled Report page, make the relevant changes to the report and once done, click 
Deleting Scheduled Reports
1. Click Dashboard (left menu) > Reports > Scheduled Reports
2. On the Scheduled Reports page, find the report you wish to amend and within the Actions column, click 
3. On the pop-up, confirm action to delete the scheduled report from your account.
Need more help?
If you need more help, no problem. Please raise via our 3PL Ticket Desk, and the Team will be happy to help.
Related Articles
Running Reports
Overview In this guide, we will show you how to run reports within your account. Running Reports 1. Click Dashboard (left menu) > Reports > Overview: 2. On the Reports page, you will see different sections, for different reporting areas. These ...Managing Purchase Orders
Overview In this guide we will show you how to add, view and delete Purchase Orders (POs), in your account. Before you Start Before you start, we would recommend creating your Suppliers in your account. How to do this is explained in the below guide: ...ASNs - Creating, Managing, Editing and Deleting ASNs
Overview In this guide, we will show you how to create an ASN. What is an ASN? An ASN (Advanced Shipping Notification) is an inbound shipment or purchase order you have placed with your supplier, and is the notification which is sent before the ...Managing Suppliers
Overview In this guide, we will show you how to add, view, edit and make suppliers inactive on your account. Please Note: Suppliers are only applicable when inputting Purchase Orders and ASNs. Adding a new Supplier 1. Click Dashboard (left menu) > ...Managing Bundles
Overview In this guide we will show you how to add, edit and delete bundles. Adding Bundles 1. Click Dashboard (left menu) > Products > Add New Bundle: 2. On the Add New Bundle page, fill in all required details and once done, click : Please Note: ...