Add Scheduled Report Page

Report

Select the report name.

Select a Format

Select the format of the report: PDF, XLS, DOC, CSV, XML, or HTM.

Name

Enter a name for the scheduled report.

Select a Frequency

Select time period the report will run: Daily, Weekly, Monthly, Quarterly.

• If you select Daily, the report runs every morning, Monday through Sunday.

• If you select Weekly, you can select a Day of the Week. The default value of Sun runs the report for the previous accounting week.

• If you select Monthly, the report will run on the first of the month for the previous month.

• If you select Quarterly, the report will run on the first of January, April, July, and October for the previous quarter.

Target Type

Select the option to define the level of report: Location or Corp.

Corp

Select the corporate account.

Location

Enter or select the retailer location.

E-mail?

If you want the report sent to an e-mail address, select the E-mail? button and enter the e-mail address.

Enable SFTP?

If you want to enable SFTP, select the Enable SFTP? button and select a SFTP server from the drop-down list.