Scheduling a Report

Almost any of the reports available in Management Toolbox can be scheduled on a per user basis.

NOTE: If you need to schedule a group of reports, please contact technical support .Report Groups are a series of reports run together and delivered by email in PDF format.

1. Login to Management Toolbox.
    
2. Select the report you want to schedule. In this example the Open / Close report is used (on the Insights > Audit & Loss Prevention menu).
   
    
3. Click the Schedule mode button in at the top of Parameters and summary
   
    
4. Set the parameters for the report and your schedule options. For example, select the stores or store group, date range, format, recipients, etc.
   
    
5. The Delivery and Schedule sections, have many options available using the icons () such as CC, BCC, Subject and a custom name for your scheduled report. Your user's email address is added by default but the report does not have to be delivered to you.
   
   
   
   Quick scheduled are the most common schedules and the Custom schedule option (or the icon) give you total control.
   
   
    
6. Time is set in your local time (as of when and where you saved the schedule). The server saves the time in Pacific time (the time may shift during DST depending on your local time zone).
    
7. The Summary shows you your selections and schedule.
   
    
8. Click the Save schedule button to save the schedule.
   
    
9. A confirmation will appear in the upper right corner.
   
    

• You can manage your report subscriptions on the My Scheduled Reports page on the Settings menu.
  

For detailed instructions on editing or duplicating a scheduled report, please see this article (Editing or Duplicating a Scheduled Report). To delete a scheduled report, please see this article (Deleting a Scheduled Report).