FeatureReporting
Automate Your Weekly Revenue Reports
This walkthrough shows how to create a new saved report, name it, and schedule it to email automatically every week using a single checkbox. It also covers exporting the report to Excel on demand.
In this bite
Transcript
0:03Reports are automated, so you never have to do this by hand every week.
0:08Here are your saved reports. Let's create a new one and call it July Revenue by Channel.
0:14This checkbox will automatically email the report to you every Monday.
0:18Hit Create and there it is at the top of your list ready to analyze But that's not all. And if you need it in Excel, just hit Export and you're done.
You can create a saved report that automatically emails itself to you every Monday, eliminating manual weekly reporting. Reports can also be exported to Excel whenever you need them.
Why it matters
This saves time by removing a repetitive manual task, ensuring revenue data arrives in your inbox on schedule without anyone having to remember to run the report.
What changed
Reports can now be scheduled to email automatically every Monday by checking a single box when creating them, removing the need to generate and send reports by hand each week.
How it works
- 01Go to your saved reports
- 02Create a new report and name it (e.g., July Revenue by Channel)
- 03Check the box to automatically email the report every Monday
- 04Hit Create to generate and save the report
- 05Hit Export if you need the report in Excel
Common questions
- How often will the report be emailed to me?
- Every Monday, once you check the automatic email checkbox when creating the report.
- Can I export the report to Excel?
- Yes, just hit Export and the report downloads in Excel format.
- Where does the new report appear after I create it?
- It appears at the top of your list of saved reports, ready to analyze.