If you want to receive a report regularly without any delay, you can schedule the report to your desired mail address using this Create a new schedule feature.

Benefits:

You can check your sales summary report, Stock location-wise reports, sales reports whenever required without leaving them out or forgetting to check the reports. The main advantage is that you don't have to log in to the application each time you want to check your report.

Steps to Schedule a report in ServQuick

Step1: Go to Reports, Select Sales Summary under Sales Summary option

Step2: Select a Date range in the filter and click on Save

-->The list of reports on the selected date range will be displayed on the screen

Step3: Click on Settings

Step4: Here, you can Check and Uncheck any desired fields which you want to be displayed in the reports and not to be displayed on the reports

-->Here I have Unchecked the Location field. So it will not be displayed in the report

Step5: Click on Save

Step6: Go to Scheduler option

Note: You can create only three schedules by default. If you want to have more, then you can opt for Add on.

Step6: Click on Create a new Schedule

• Enter the Email address. You can also keep CC and BCC if you want

Note: If the desired mail address is not present, go to Settings-->User-->Add user and create a new user with the desired mail address

• You can select the Format of the mail report as PDF, CSV, XLS, ODS

• Enter a Message as 'Sales Summary Report'

• Select how often you would like to receive the scheduled report. Like daily, monthly or weekly

• Select any desired Time in which you want to receive the report

Note: You can also set an Expiry date for the scheduled report. After the entered date, the report will not be sent to you.

-->Now the details of the scheduled report will be displayed. You can edit or delete it whenever required. By using these steps, you can schedule your reports and be at ease, as they will automatically reach you!