Creating a report

Enhanced plan

On this page

• Where to start
• Steps
• See also

Where to start

Notifications → Scheduled reports → Create report. The dialog asks for a Report Type and a Report Name, then Create & Configure opens the editor.

Steps

1. Pick a type. Purchase Order Report, View Report, or Report View Export. The type is locked once you save — to change types, create a new report.
2. Name it. Short, recognisable. The name appears in the email subject line.
3. Configure by type:
   • View Report — pick the saved Forecast view, then toggle the dashboard sections you want: Overdue Reorders, Reorder Recommendations (with a horizon-days input, default 14), Coverage Summary, ABC Distribution, Supplier Breakdown. Most sections have an optional nested “show variants” toggle that lists each variant in the bucket.
   • Purchase Order Report — pick which PO statuses to include (default: Sent / Confirmed / In Progress), toggle the Overdue Orders Alert, toggle the Arriving Soon section (with a days-ahead input, default 7), pick a sort order, and choose which sections to render (Quick Stats / Supplier Breakdown / Status Breakdown / PO Table).
   • Report View Export — pick a Report type and then the standard or saved View to email as a CSV attachment. There’s no Content tab: the emailed CSV replays that view exactly.
4. Add recipients. On the Recipients tab, tick the people who should get this report. Anyone missing can be created on the spot with Add recipient — they’re added to the shared list and ticked on this report in one step. The full list lives at Settings → Recipients.
5. Set the cadence. Daily, Weekly (pick a starting weekday), Bi-weekly (pick a starting weekday), or Monthly (pick a day of month). Plus a time-of-day (5-minute increments) and a timezone (a searchable list of every named timezone — search by name, abbreviation, offset, or city).
6. Save and activate. Toggle Enable this report and press Save Changes. The status badge flips from “Inactive” to “Active” and the first email arrives at the next scheduled time.

Note

If a save can’t be put on the schedule, you’ll see a “Saved, but not scheduled” warning instead of a plain success message, and the report keeps a Not scheduled badge on the Reports list until you reopen and save it again successfully.

Tip

Start with one recipient — you — and verify the contents before adding your team. Press Send now to get a real copy immediately instead of waiting for the schedule; you can even narrow that one send to just yourself. See Preview, send now, and history.

See also

• Report types — details on each.
• Recipients & scheduling — managing who receives what.
• Cadence and time — the supported schedules.
• Preview, send now, and history — testing and delivery tracking.

Last updated: 5 September 2026