Understanding your fulfillment pipeline through reports is essential for steering your business toward success. Yet, manually chasing these reports can add to the already difficult task of crunching numbers!
With Locad’s Automated Report Scheduling, you can now generate and schedule a desired report to a frequency that suits your needs!
How to use this feature?
- Log into the Locad Dashboard
Click on Report > New Report from the left panel
Select the desired report type
Toggle your requirement to either One Time or Scheduled Report from the right side of the page
Indicate the frequency by selecting the week/month along with the time at which you would need the report to be generated
Select the recipients of the scheduled report
Self Only: Sends report only to you
All Users: Sends report to everyone who has access to the brand account on the OMS
Other Recipients: Allows you to add additional email ids to send the report to.
The scheduled reports are automatically sent to the recipient(s) on their email id for the ease of access. One can also view it from Reports > Generated Reports on the Locad Dashboard.
