Modified on: Wed, 11 Mar, 2020 at 2:53 PM
Hello! This is the step by step guide on how to schedule reports on BACON! A video guide is also available that you can watch here:
To be able to schedule reports, you must go to the Scheduled page.
Initially in this page you could schedule transactions but now reports can now scheduled. As always, click the add button () to create a new record and select Email Report on the menu.
After that you can choose which report to email, as an example we will go to Prime Costs and select Prime Cost Detailed.
Once you select which type of report you want scheduled, you can set the following options:
Name - what you want to call this report
Interval - if you have it on Repeat, you can set the report to be emailed Weekly, Monthly, Yearly or Quarterly
Repeat - if you want the report to be sent regularly at a specified Day(weekly interval), Date(monthly and yearly interval) or Quarter.
Recipient - email that the report should be sent to. (NOTE: It must be a user added/exists in your BACON account)
Range - the amount of data you want shown in the report (e.g Last week's data, Last Year's data, etc.)
In this example we kept the default name, set it to weekly, repeats every Tuesday and shows us last week's data. You can choose to include Discounts and Group Salaries in the report but for now we disabled it.
Save the scheduled report when done, and it will appear in your list of scheduled items. Click the options button () whether you want to edit any details or delete the scheduled item.
That concludes this guide on how to schedule an email report in your BACON Account.
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