Create a Customized Report and Auto-Schedule it

โ€‹๐Ÿ“‹ Steps to create your Customized Report


โ€‹โœ”Click on 'Create report'. You can find this button under 'My Reports' section.

โ€‹โœ”Name your report. Add Report Description if required, and click on 'Continue'.

โ€‹โœ”Click on the Report Type drop-down and in this case, select 'Product Variant'.

โ€‹โœ”Select your desired date range using the Date Selector tab. We have several preset date ranges to choose from, OR select your own Start and End Date as per your requirement.

โ€‹โœ”Select the fields you want to add to your report using 'Select Fields' tab. Use the search bar to search for the fields required for your report - Barcode (UPC), Inventory Quantity, and Price.

โ€‹โœ”Finally, Save the report by clicking on the Save button. Once saved, you can access your report anytime from 'My Reports' section under the Reports Dashboard.

๐ŸŒŸ That's it. You've successfully customized your report.

Now, let's learn how to auto-schedule the reports.