You can use the Schedule Reports tab available on the Reports page to set up the generation of available reports ahead of time and deliver the CSV file to the email addresses of your choice and at the interval and time of your choice. This tutorial shows you how to set up scheduled email delivery for your preferred Quick Reports.
Audience: Partner, Merchant
Schedule a Report for Email Delivery
Complete all steps in the following sections to schedule a report available to your entity for delivery to specific email addresses.
Notes
Not all reports are available for the Schedule Reports generation option. Only reports available with Quick Reports can be scheduled, and data can only be provided from up to 24 hours before the generation date and time.
Some reports for partners might become available through a beta enablement offering. For access to these reports as they are offered, contact your Partner Experience Manager.
Prerequisites
Before attempting this tutorial, you must:
Meet the general prerequisites described in Get Started with Use Case Tutorials.
Have live data processed through the platform to be available for reporting.
Have at least one valid email address to receive the report delivery.
Access the Reports Page
Click the PLUS icon next to Reports in the left navigation panel to open a dropdown menu.
Click Create Reports in the Reports dropdown menu to open the Reports page.
Click the Schedule Report tab.
Configure the Scheduled Report
Click the Schedule Report tab at the top of the Reports page.
Click Schedule Report to open the New Report Schedule dialog.
In the dialog, select an available Quick Report from the Reports dropdown.
Under Recurring, select the interval: Daily, Weekly, or Monthly.
Under Time, select the time of day. (Note: This feature is based on Eastern Standard Time.)
Under Add Emails, add each relevant email address that should receive the scheduled report. (Note: Emails are separated by a comma or return line upon entry.)
Important!
Reports that contain more than 24 MB of data cannot be attached to an email and, as a result, will be available only on the Report History page after the given date and time.
(Optional) Under Filter By, include all divisions and merchants, or choose a specific entity you’d like to filter the information by.
Click Confirm 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. The report will also be available on the Reports History page until the expiration date displayed on the page. See Reporting Values for a table displaying the descriptions of data shown on various reports. You can use the data in a variety of ways to help improve your business or just for metrics tracking.