You can set up Zedonk to email reports automatically to one or more email addresses on the dates and times of your choice.
To schedule reports, your Zedonk user needs permission to schedule reports. Speak to your Zedonk administrator to review Customise and Schedule Reports - Settings.
Find and Select the report you want to be delivered to your inbox and click [Schedule]
You can schedule one of system reports or a Custom Report.
Report Details
- Enter the Report Name. Scheduled Reports will be sorted alphabetically in the Reports module. We suggest you start with your name/initials or department in order to find it easily in the list.
When scheduling a Custom report, apply filters to the report when you set up your Custom report to ensure the report generates the required data.
Some reports (such as the Full Order report) allow for the scheduled report to include the details from certain range, for example:
- Order Date - Equal to Today - [x] days
- Delivery Date - Equal to Today + [x] days
Delivery Details
- Enter the email address(es) for the recipient(s)
- Enter the SUBJECT of the scheduled email
- Enter the BODY of the email
- Enter the name of the file
The scheduled email will be delivered from [email protected]. Please whitelist this email address in your email settings to ensure the email doesn't land in your Spam box.
Frequency and Time Range
Daily, within a set time window (UK Time)
Weekly, on a set day and within a set time window (UK Time)
Monthly, on a set day and within a set time window (UK Time)
You can schedule any monthly date from the 1st to the 28th. Select 99 if you want the report to be scheduled for the last of each month.
When scheduling multiple reports, each report will need to be scheduled in a separate time slot.
Click [Save + Close]
Back to your report list where you can see your scheduled reports sorted alphabetically in the SCHEDULED REPORTS folder. The name of the report is followed by M if monthly, W if weekly and D if daily.
Click on the schedule name in the list to make any amendments, copy or delete a schedule.
- Make any change and [Save+Close] to amend the schedule
- [Close] to exit without saving
- [Delete] to remove the schedule from the list
- [Copy] to create a copy - then you can change name and settings for a different result.