In QuoteWerks, you can schedule management reports to be automatically delivered on a recurring basis as CSV or Excel files via email or sent via webhook. This eliminates the need to run and distribute reports manually, saving time and ensuring reports are delivered consistently according to your schedule. You can specify the primary recipient, CC and BCC recipients, as well as configure a default subject line and message for each scheduled email report.
NOTE: Product reports cannot be scheduled yet. The physical products table varies per product database, and that lookup has not been ported to the report engine.
1. To schedule a report to send on a periodic basis start by navigating to Reports on the left navigation panel.
2. Click on the Scheduling tab. This opens the "All reports schedules" window.
3. From the All report schedules window you can create the report schedule and view the run history for the report. To create a new schedule click on the New... button at the bottom left of the window.
4. A window will display where you can choose which report you would like to create a schedule for. Use the dropdown menu, select the report and click OK.
5. From the next window you can set the parameters by which you would like the report run including enabling the schedule, when to run it, and delivery settings. You should enable the schedule by clicking on the Enabled radio button. With the schedule enabled, you can set the frequency (Daily, Weekly, Monthly) and the time you would like to run and deliver the report.
6. Additionally, you can set the delivery method to be via Email or Webhook. If setting Deliver by to Email you can select whether you would like the report delivered as an attachment in CSV or Excel (.xlsx). You can also set the default To, CC, Bcc, set a subject and a message. You can even enable the system to save the reports to the file manager, filed under Reports > Runs.
7. If you want to send the report via webhook you should click on the Webhook radio button and input your webhook URL into the URL field. You can even enable the system to save the reports to the file manager, filed under Reports > Runs.
8. To save your configured settings click on the Save button. Your scheduled report run will now be listed in the Schedules area and as the report runs you will begin to see data populating the Run History area of the window.
9. Once you have reports scheduled you can use the Edit..., Disable, or Delete buttons to manage your scheduled reports. Additionally, you can click Test Run to send an ad hoc test email or Webhook at anytime.
