Set up/Edit Email Schedules

Set up/Edit Email Schedules

Scheduled Reports is a feature in Uprow POS that allows you to send reports on a regular and recurring scheduled time. If you’ve ever found yourself sending the same reports on a daily, weekly or monthly basis, you can set up Scheduled Reports to automate this task. You can choose the time and frequency for sending out your scheduled reports. You can also send out multiple reports in one schedule.

Requirements for Scheduled Reports
Uprow can send out your scheduled reports, if the following conditions are fulfilled at the time they're scheduled to send

             •    The computer you set up the scheduled report on is running and NOT in sleep or hibernate
                   mode.
             •    Uprow POS is running.
             •    An email account is setup in Uprow POS. Please go through Email configuration for more
                   information on setting up email account.

Set up a new scheduled report

     1.    Go to Admin > Email/SMS > Email Schedules

     

     2.    Click on +New Email Schedule 

     

     3.    Select the report you wish to send. You may select multiple reports to be sent in the same
            schedule. Once you have selected your reports, click on Set Schedule tab.

     

     4.    Set up report schedule
             •    Give your new schedule a name.
             •    Set how often you want to send the report.
             •    Select a Start date and Time. 
             •    Click on Compose Email tab to proceed.

     

     5.    Compose scheduled reports email
             •    Enter the e-mail address you want to send the report to. 
             •    Click Schedule to complete the process.

     

Edit or delete an existing scheduled report

Follow these steps to modify an existing scheduled report:

     1.    Go to Admin > Email/SMS > Email Schedules
     2.    In the schedules list, find the schedule you wish to edit or delete. 
     3.    If you want to edit a Scheduled Report click on the pencil icon, make the desired changes and click
            on schedule button. 

     d

     4.    Else if you wish to delete the schedule, click on the bin icon present next to pencil icon.

     

            A confirmation message will appear. Click on Ok. 

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