Schedule a report by email

You can have a report emailed to you on a schedule, with the full data attached as a CSV, so you do not have to open the app to check it. Scheduling is available on the Pro plan.

Steps

1. Open the report you want, or go to Reports (/app/reports).
2. On a report page, click "Schedule report". Or on the Reports page, in the "Scheduled reports" section at the top, click "Add scheduled report".
3. Choose how often: weekly, monthly, or quarterly. The Reports page also offers daily.
4. Pick the day. For weekly, choose the day of the week. For monthly and quarterly, choose the day of the month. On the Reports page you can also choose the time of day; the report-page button sends in the morning.
5. In "Send to", enter one or more email addresses (separated by commas or new lines), or leave it empty to use your store email.
6. If the report offers it, choose which columns the emailed CSV includes.
7. Save (Schedule, or Add report).

What you should see

A confirmation, and the schedule listed in the "Scheduled reports" section on the Reports page, showing its frequency, recipient, format (CSV), and status. The report is emailed on schedule in your store's time zone, with the data attached as a CSV file. From that list you can edit a schedule, pause or resume it, or remove it, and you can use "Send test email" to send one to its recipients right now.