Automatic/Scheduled email of custom and default reports

Users should be able to create a distribution that emails detailed reports (like the "Item Sales" report) for a user defined timeframe (like "This Year" or "Last 30 Days") with a daily and order-ID level of detail.

3 Replies

Related - I have a custom report I would like sent via email daily. 

 

Use case: We have several members of our group that perform in a backup cash accounting role, but for security purposes there is only on Square admin.

 

When the primary is unavailable, it would be helpful for whomever is in the backup role to receive a breakdown of "paid via". The daily sales total does not break down revenue by payment type.

 

Including the report name in the subject would be helpful for email forwarding rules.

 

Thanks for the consideration!

Alumni
 
️ Kristen
Square Community Manager
Product Engagement
Alumni
Status changed to: Open
 
️ Kristen
Square Community Manager
Product Engagement