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Explanation

Navigation

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Operations → Reporting → Report Pickup or Schedule Reports

The Reporting submenu lists Report Pickup and Schedule Reports directly, alongside Available Reports, AI Reports, and Reports Dashboards.

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Overview

Asynchronous and Scheduled Reports​

The Schedule Reports and Report Pickup screens allow you to manage any reports that you have scheduled and/or asynchronous reports for pickup (Only a few Reports have the scheduling feature).

  • Scheduled Reports: This tool allows you to manage any reports you have previously scheduled to run automatically.

  • Report Pickup: Use this screen to retrieve reports that UltraCart has run in the background (asynchronously). Some reports process a large amount of data and are automatically handled by the system. Once a report is complete, you'll receive an email notification letting you know it's ready for pickup.

Scheduling Reports​

If a report has the scheduling capability, you will see a "Schedule Report" field at the bottom of the screen. Complete the required fields. The following shows a completed Schedule Report which will run Monthly

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Once you've completed the form, click the Schedule Report button. Scheduled Reports will be emailed to the addresses you indicated (see above).

Edit or Delete a Scheduled Report​

You can edit or delete a schedule report by again visiting the "Schedule Reports" screen. Navigate to Operations > Reporting > Schedule Reports. Once there, click either the Edit or Delete button.

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Report Pickup​

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If the report covers a large date range you can expect some wait time and can eventually obtain (download) the report in the Report Pickup area. You'll receive an email when it's completed. The following shows how the listing appears for a scheduled Item Sales report that is produced monthly.

Simply click the download button to obtain the report. You may be prompted to Save the file or Open depending on how you configure the report. Click the Delete button when the report is no longer needed. If you don't see your report a click of the refresh button may bring it up but only if it's completed. Again, you should receive an email when completed.

Report Pickup is specific to each user. A report appears only for the user who generated it. If another user on the account needs the file, either the original user downloads it and shares it, or the other user runs the report again under their own login.

Reports stay in Report Pickup for 14 days after they are submitted. The Expiration column shows when each report will be removed. Download the file before then, or run the report again.

The "available for download" email is a pickup notice, not a scheduled report. Forwarding it does not give the recipient access to the file. To send a report to several people automatically, use a scheduled report instead (see Scheduling Reports): scheduled reports are emailed with the report attached to every address listed, regardless of which user set up the schedule.

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