Report>>Send and Schedule Mail
To Send Report Via Mail:
Purpose:The Send Report via Mail option in POS software allows automatic sharing of reports with selected users for quick and easy access.
Please follow the below steps to send the report via mail using the Mail option.
Step 1: Generate the report which you want to send mail.For Example, We are taking Daily Sales Bill No.wise report by following path: Reports-->Sales-->Sales-->Daily Sales Bill No.Wise Report.
Step 2:Select a date by clicking Select Period. Select the Branch from the list. Multiple branch selection is also allowed. By default, it will take "All locations", and select apply button, by which data will be generated.
And data will be generated in the reports.
Step 2:Select a date by clicking Select Period. Select the Branch from the list. Multiple branch selection is also allowed. By default, it will take "All locations", and select apply button, by which data will be generated.
And data will be generated in the reports.
Step 3: On the left side panel,Click on Mail icon
Step 4: Choose the to mail id and cc mail id to whom you want to send the report
Step 5: You can choose the Roles or Users and enable the Role/ Users to whom you want to send the report as mail
Step 6: Choose the Report format you want to send as mail and enter the message ( Mail content )
Click on Send button once the required field is updated
To Schedule the Report
Purpose: The Schedule Report via Mail option in POS software enables automatic sending of reports at predefined intervals, eliminating manual effort and ensuring timely updates for efficient business monitoring.
Step 1: Generate the report which you want to send mail.For Example, We are taking Daily Sales Bill No.wise report by following path: Reports-->Sales-->Sales-->Daily Sales Bill No.Wise Report.
Step 2: Select a date by clicking Select Period. Select the Branch from the list. Multiple branch selection is also allowed. By default, it will take "All locations", and select apply button, by which data will be generated.
And data will be generated.
Step 2: Select a date by clicking Select Period. Select the Branch from the list. Multiple branch selection is also allowed. By default, it will take "All locations", and select apply button, by which data will be generated.
And data will be generated.
Step 3: Click on Schedule icon and to create the new schedule report click on Create a new Schedule
Step 4: Choose the to mail id and cc mail id to whom you want to send the report
Step 5: You can choose the Roles/ Users and enable the Role and User to whom you want to send the report as mail
Step 6 : Choose the Report format you want to send as mail and enter the message
Step 7:Choose the schedule time and select the time you want schedule the report .If you select daily and give particular time then daily at this time you will receive the mail. In this way you can choose the weekly,monthly or interval .If you choose interval for every 10 days at this time mail will be received
If you want to schedule the report with applied filters then enable the check box. You can choose the group level after filing all details as per need and click on Save
FAQ:
Q1.How many reports can be scheduled?
Ans-You can schedule up to 3 reports, which is the maximum limit.
Ans-You can schedule up to 3 reports, which is the maximum limit.
Q2. How do we receive mail?
Ans: You will receive emails for the scheduled reports from "
noreply@retaileasy-gofrugal.com"
.
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