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How to: Schedule a recurring shipment report

Created:   |   Updated:

ShippingEasy provides tools to schedule report exports and specify the email address(es) to which they are sent. The email will include a link to download the report as a CSV file, as well as a link to your ShippingEasy Exports page.

Reports can be scheduled to run daily, weekly, or monthly. 

Daily:

Reports will send at 4 am, based on the timezone set in the ACCOUNT DETAILS settings.

Weekly:

Reports will send on the day selected. Weekly reports will include the orders/shipments from the previous seven days.  

For example: if you select to have your weekly report delivered on a Monday then the report will include /orders shipments from the past seven days ending at midnight on Sunday. 

Monthly:

Reports will be sent on the first day of the next month and will include all orders/shipments from the previous month.

In order to email a report to yourself on a regular schedule, you'll first need to create a Custom Report.  Learn how.

Once you've added in the Custom Report, you can set up a recurring email schedule.

To schedule a recurring shipment report:

  1. From the REPORTS page, expand the grey Custom Reports menu and select the custom report that you created.



  2. Click Export and select Schedule.



  3. In the "Schedule Recurring Export" pop up, select the Daily, Weekly or Monthly tab. 



    You will need to select a day of the week if weekly.

  4. Input the email address(es) in the Recipient box.

  5. Click Create Schedule

 

TIP: review and/or cancel your scheduled exports at any time. Just navigate to the REPORTS page from the ShippingEasy toolbar and select the EXPORTS submenu.

 


Related articles:

Reports Page: Main Overview
How to: Create a custom Report
How to: Delete a custom Report
How to: Cancel a scheduled Report 
How to: Delete a previously exported Report

 

 

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