Eliminate the hassle of manually pulling your reports by having them delivered automatically to your inbox.
You can now schedule a report export from right inside of your SamCart account! To do so, first, visit the report you would like to schedule an export for.
For this example, we will be scheduling the export of the Orders report by going to the Order tab from the lefthand marketplace navigation bar:
On the Orders page, click on the Export button shown above. This will bring up an Export A Report popup window - click on the Scheduled tab to schedule a report.
Here you can select a Delivery Frequency, File Name and Email Address. The File Name and Email Address fields will be automatically populated with a generated name and the email address of the user creating the scheduled report. There are currently a few options for the Delivery Frequency, and they are as follows:
- Daily - Daily reports will be sent every day at midnight based on your Marketplace’s timezone
- Weekly - Weekly reports will be sent every Monday at midnight based on your Marketplace’s timezone
- Monthly - Monthly reports will be sent on the 1st of every month at midnight based on your Marketplace’s timezone
Once you have selected the Frequency option, along with entering in a File Name and Email address, click on the Schedule Report button to finalize your scheduled export.
SamCart will process the export into a CSV file, and automatically send an email to the address you chose with the report based on the report delivery frequency!
The scheduled export report will only include data since the last report sent. This will prevent you from receiving any duplicate reporting data.
If at any time you would like to stop receiving scheduled export emails, or would like to see a list of emails receiving scheduled exports, you can do so by clicking on the three dots in the bottom of your lefthand marketplace navigation bar, and click on Account Settings:
In the Scheduled Reports section, you will see a list of all scheduled reports and all information about each scheduled report.
To stop scheduled report delivery emails for a specific email, click on the trash can icon next to the scheduled report you'd like to stop:
One cool aspect of this feature is that you can now send your SamCart data nightly to your preferred business intelligence tool! Any third party tool that supports ingesting a CSV via email will work with our schedule email feature.
Frequently Asked Questions
Q: Can I send multiple different reports to the same email?
A: Absolutely! The only restriction with scheduled exports is you can only have one report type and frequency per email. This means that you can have multiple reports with different delivery frequencies sent to the same email address! However, you can not have two daily order exports sent to the same email.