What scheduled reports are
Scheduled reports are automated email deliveries of your AADOPS reports. You set up the report type, the frequency, and the recipients once β and AADOPS sends the report automatically on schedule. No manual action required.
How to set up a scheduled report
- Go to Reports and open the report you want to schedule
- Click Schedule report
- Select the frequency: daily, weekly, or monthly
- For weekly reports, select the day of the week
- For monthly reports, select the day of the month (e.g. the 1st, to receive the previous month's report on the first day of each new month)
- Enter the email addresses to receive the report. You can add multiple recipients.
- Click Save schedule
Managing scheduled reports
Go to Reports β Scheduled reports to see all active schedules. You can edit the recipients, change the frequency, or cancel a schedule at any time.
Recommended schedules
- Daily β sales summary, sent each morning for the previous day
- Weekly β inventory valuation, sent every Monday morning
- Monthly β full sales report, purchase report, and staff activity, sent on the 1st of each month
Note: Scheduled report delivery is available on Power plan and above. On Standard plan, all reports are available manually but cannot be automated for email delivery.