Send Saved Report Emailing
You can configure saved reports to be automatically emailed to you and/or team members on a set schedule.
How do I schedule daily email reporting?
You can configure saved reports to be automatically emailed to you and/or team members on a set schedule by going to Reports/Send Saved Reports.
Note: A report must be saved before it can be emailed. Once saved, it will appear in the "Send Saved Report Emailing" section, where you can configure it for emailing.
Configuring your Reports
- Reports can be sent daily, weekly, monthly, yearly: Best practice is to set up saved reports that are generated for a time period vs a specific date or date range.
- If a report is being sent to more than one email, the emails need to be semi-colon or comma separated.
- Send Schedule: Will be the day of the week or month and time that the report gets generated (but not sent)
- Report Format: Allows you to have the report sent to you either embedded in your email or attached as a CSV, Excel, or PDF
Scheduling Send Saved Reports
After navigating to Reports/Send Saved Reports you will see a listing of all saved reports.
To schedule a report to automatically email:
- Click to highlight the report and select “Edit Send Saved Report”.
- Enter the email address in the “Recipient Email Addresses” field. Separate multiple email addresses with a semicolon or comma “ ; “ or " , ".
- Select the day(s) of the week that the report will be emailed.
- Select the time of day that the report will be generated. Reports will be generated at this time and emailed on a predetermined time decided on during implementation.
- Click “OK”.
Related Articles
Employee Permission Manual
Employee permissions determine what employee have access to in Yellow Dog Inventory. It is important to assign the correct access level to employee to avoid errors and streamline workflows.YD Mobile Manual
<br>Count XL Manual
Hyperlinks in Yellow Dog
Hyperlinks in Yellow Dog serve as shortcuts, allowing you to quickly complete related actions without navigating away from your current screen. Example: Creating Vendors, Manufacturers, or Levels In the main Inventory Item screen, hyperlinks provide ...Yellow Dog/InfoGenesis Integration Overview
The document will provide an overview of the Yellow Dog InfoGenesis Integration Integration Approach This integration can be setup as a 1Way (Sales Pull Only) or a 2Way (Pull Sales & Push Items) Sales – pulled in from a .txt file provided by ...
Recent Articles
Yellow Dog/Resort Suite Integration Overview
This document will provide an overview of the Yellow Dog Resort Suite Integration Integration Approach This is a two-way file exchange integration – we pull sales and push items Sales – pulls sales from a CSV file Summary: will provide sales as a ...Yellow Dog/Spa Soft Integration Overview
This document will provide an overview of the Yellow Dog Spa Soft Integration Integration Approach This is a 2Way integration – pulling sales and pushing items Sales – pulled in from the Spa Soft API Multiple RVCs are support per Yellow Dog store ...How To: Create Interface Codes for Spa Soft
This document will review creating new interface codes for the Spa Soft Integration in Yellow Dog Software Overview If additional Department, Class, Division, Cuserdef1, Cuserdef2, Cuserdef3, PMS Posting IDs need to be added to items in Yellow Dog ...Yellow Dog/Brink Integration Overview
This document will provide an overview of the Yellow Dog Brink Integration Integration Approach This is a 1Way Integration – pulling sales only Sales – pulled in from the Brink API Mapping Recipes For ingredients to be depleted from inventory, all ...Best Practices for Collecting Inventory Accounts During Business Hours
This document will provide recommendations for clients who must count during business hours. Yellow Dogs best practice for performing a physical inventory is to capture counts outside of business hours, however; Yellow Dog understands that there are ...