Report Pundit
WelcomeStart Free Trial
  • โœจWelcome to Report Pundit Documentation
  • ๐ŸกReport Pundit Website
  • ๐Ÿ’ปReport Pundit App
  • ๐Ÿ›’Shopify Testimonials
  • ๐Ÿ“ŒGetting Started
    • ๐Ÿ‘จโ€๐ŸซWalkthrough
    • โ„น๏ธNavigation Panel
    • ๐Ÿ Home
    • ๐Ÿ“”Library
    • ๐Ÿ’ผMy Reports
    • โฐSchedules
    • โš™๏ธSettings
      • ๐ŸชชAccount
      • ๐Ÿ”Data Sync Options
      • ๐Ÿ› ๏ธReport Formatting
        • ๐Ÿ“…Week Start from Sunday
        • ๐ŸŒ•Include Current Day
        • ๐Ÿ’ฒEnable Currency for Reports
      • ๐Ÿ“€FTP, Google Drive, and Google Sheets
      • ๐ŸŒ€Recent Sync History
      • ๐Ÿ“ฌCustom Email
      • ๐Ÿ‘ฅUser Management
      • ๐Ÿคตโ€โ™‚๏ธShopify staff
    • ๐ŸงฉHow to Create a Custom Report and Auto-Schedule It
  • ๐Ÿง Knowledge Base
    • ๐ŸงพReport Creation
      • Customized Reports
        • Re-arrange columns
      • Filters
        • 'Contains' & 'Not contains'
        • 'Is' & 'Is not'
        • 'Include' & 'Exclude'
        • 'is Blank' & 'is not Blank'
        • 'begins with' & 'ends with'
        • '= Equals' & '!= Not Equals'
        • '> Greater than' & '< Lesser than'
        • '>= Greater than or equal' & '<= Lesser than or equal'
      • Sort
      • ๐Ÿ–Œ๏ธCustom Fields
        • Calculated Columns (Fields)
        • ๐Ÿ›ก๏ธStatic Field
      • Data Comparison
      • Formatting Tools
      • Sharing Report Links
      • Exporting the report
      • Unique Reports
      • Staff Details
      • Other Options
    • ๐Ÿ”—App Integrations
      • Stocky
      • UpPromote
      • Yotpo
      • Sezzle
      • Square
      • PayPal
      • Google Analytics 4
      • Amazon Ads
      • Bing Ads (Microsoft Ads)
      • Facebook
      • Snapchat
      • TikTok
      • Ship Bob
      • Ship Station
      • Ship Hero
      • Bold
      • Printful
      • Printavo
      • Authorize.net
      • Recharge Payments
      • Klarna
      • Shippo
      • Returnly
      • Rich Returns
      • Seal Subscriptions
      • Google Ads
      • Stripe
    • ๐Ÿ“ฅSchedules
      • โŒšHourly
        • "N" Number of Days
        • Week to Date
        • Static Start Date
        • Custom Date Range
      • ๐ŸŒžDaily
        • Custom Time Range
        • Custom Date Range
        • Static Start Date
        • Year to Date
        • Quarter to Date
        • Month to Date
        • Week to Date
        • "N" Number of Days
      • ๐Ÿ“†Weekly
        • Year to Date
        • Quarter to Date
        • Month to date
        • "N" Number of Days
        • Static start date
        • Custom Date Range
      • ๐Ÿ—“๏ธMonthly
        • "N" Number of Days
        • Quarter to Date
        • Year to Date
        • Static Start Date
        • Custom Date Range
      • ๐Ÿ•žSchedule Modification
      • ๐Ÿ”ฝOutput Options
        • Email
        • ๐Ÿ“คFTP
        • ๐Ÿ’ฝGoogle Drive
        • ๐Ÿ—’๏ธGoogle Sheets
        • Power BI
        • BigQuery
    • ๐Ÿ“ƒReport Types
      • ๐ŸคตSales
      • ๐ŸฅกOrders
      • Inventory
      • ๐ŸŽFulfilment
      • Customer
    • ๐Ÿ”„Data Synchronization
      • How to Manage Your Data Mismatch Issue
  • โ“FAQ
    • Reports
    • Schedules
    • Data Sync
    • Billing & Sales
    • Service
  • ๐Ÿ“‹Changelog
Powered by GitBook
On this page
  • Steps to Schedule a Report
  • Alternatively:
  • Schedule Frequency
  1. Knowledge Base

Schedules

Enjoy the convenience of automated report delivery with Schedule. With just a few clicks, you can set when, where, and how you want your reports handed over. Choose from multiple file output formats.

PreviousStripeNextHourly

Last updated 1 year ago

Report Pundit's user-friendly scheduling feature also allows you to choose from multiple file format output options. So, whether you want to simply view your reports directly, share them, or analyze the data for further store insights, we've got you covered.

Steps to Schedule a Report

  1. Open the report you want to schedule by clicking on My Reports in the navigation bar and opening the folder in which it is stored.

  1. Head to the Schedule button on the top right corner of the report page and click on it.

Then, follow the steps mentioned below to schedule the report.

  1. Select the Schedule Type you want.

Options include Hourly, Daily, Weekly, and Monthly. More information can be found in Schedule Frequency below.

  1. Select the Schedule Range.

Optional: You can also customize the delivery frequency using Advanced Options.

Once done, save the settings by clicking Save at the bottom of the page.

This method can also be used to schedule newly created reports.

Alternatively:

You can click on the (Auto-Schedule) button of your desired report in the My Reports section. The button is present in the Actions column on the right.

Select an Output Option to schedule your reports. (Click to learn about output options).

Schedule Frequency

That's it! You're all set to automatically receive your reports the way you want.

๐Ÿง 
๐Ÿ“ฅ
โžก๏ธ
โฐ
๐Ÿ’โ€โ™€๏ธ
here
โŒšHourly
๐ŸŒžDaily
๐Ÿ“†Weekly
๐Ÿ—“๏ธMonthly
๐Ÿ“‹
Available folders in My Reports with option to Add Folder
List of reports in a folder