thread Re: Can I change the format of the Daily Sales Summary email? in Archived Discussions (Read Only)

Can I change the format of the Daily Sales Summary email?

jamesr — Fri, 28 Apr 2017 21:40:38 GMT

On Tuesday 4/25/2017 the format of our Daily Sales Summary Report that is emailed each night changed. Is there anyway to customize it so that I can put back some of the data that isn't there anymore?

Thank you

Re: Can I change the format of the Daily Sales Summary email?

Chad — Sat, 29 Apr 2017 21:29:24 GMT

Hey @jamesr, currently there is no way to edit the format of the Daily Sales Summary report. I will make sure to pass this feature request along to our product team!

If anything changes I will make sure to update the thread. 😀

Re: Can I change the format of the Daily Sales Summary email?

leadthemhome — Tue, 23 May 2017 21:46:42 GMT

My organization also has a great need for Daily Sales Summary customization. The Summary is the quickest way for us to check in on how our sales are doing. We are presently finding our summaries to be distorted. (ex: showing gross profits rather than net, which makes a big different for us).

Re: Can I change the format of the Daily Sales Summary email?

Chad — Fri, 26 May 2017 17:24:46 GMT

Hey @leadthemhome!

Thank you for taking the time to share your thoughts on this feature request. I will make sure to flag your post to the product team. If there are any updates I will make sure to post them in this thread.

Re: Can I change the format of the Daily Sales Summary email?

leadthemhome — Fri, 26 May 2017 17:27:30 GMT

Thank you, @Chad. We appreciate it.

Re: Can I change the format of the Daily Sales Summary email?

RachellChaney — Fri, 18 May 2018 15:45:59 GMT

Has there been any new developments on this? We would like to be able to determine credit card sales from cash sales in the daily sales summary email.

Re: Can I change the format of the Daily Sales Summary email?

theofficebar18 — Wed, 04 Jul 2018 11:19:49 GMT

I agree RachellChaney, we need to be able to add cash vs card sales on the Daily emailed report. We also be really nice to be able to customize it.

Re: Can I change the format of the Daily Sales Summary email?

Helen — Thu, 05 Jul 2018 21:44:58 GMT

Thank you for your post @theofficebar18. I agree that a custom report feature would be really useful! If we have any news on this request we'll post in this thread to let you know.