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Welcome to our blog post on "Managing the Report by Email Module." This tool is your ally, simplifying the generation and delivery of sales data reports to external parties. Let's delve into the seamless process of maximizing this module's potential.
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Installation: Start by entering the admin area of your website. Move to the App Shop and Store tabs to explore available modules. Use Quick search to find the Report by Email module and install it effortlessly. |
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Activation: After installation, head to the Modules and Extensions tabs. Locate the module through Quick search and enable it by toggling the Status switch. Click the "Report by email" button to access the module's settings. |
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Creating a New Report: Click the Insert button to start a new report. On the Create report page, choose report status and time interval type (daily, weekly, or monthly). Schedule weekly reports for a specific day by selecting from the drop-down list. Enter the recipient's email in the designated field. Toggle switches to include optional fields like Product model, Product name, Order status, and more. Complete the process by clicking Save. |
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Navigating the Report by Email Page: On the Report by Email page, your reports are presented in a tabular format. Columns display the sending time interval type, report creator, report status, date and time of creation, and available actions. Utilize Quick search for efficient report location. Customize the display of records per page for easy handling. |
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Effortlessly manage your sales reports with the Report by Email module, ensuring timely and accurate communication with external stakeholders. Stay tuned for more insights on optimizing your business processes.