Reports - How to Schedule a Report

Reports are great when you need information in real time, but having to remember to run a report every day to see data for the previous day can be troublesome and could lead to miscommunication.  With Clarifi Reports, you are able to schedule a report to generate on a recurring basis so the latest information is always available.  For more information on Clarifi Reports, click HERE to visit the Reports Overview article.

The Manager tab is where module-specific reports live.  From this tab, you're able to use the filter (A) to find the report you're looking for easier. Each report's card will display the name of the report (B), the module it's for (C), and a short description (D). The modules your company has access to will determine which reports are available.  To view if a report has an active schedule, click the carrot to on the right to expand the card.

To view the contents of a report, click the report's name. This will bring you to the dashboard for that report. Because each report displays different information, they all have different dashboards. Each dashboard, however, will contain the following:

• (A) The report's name
• (B) An Actions and Schedule button
• (C) A Store dropdown
• (D) A Reports Period dropdown
• (E) A Run button to populate the dashboard with information pertaining to the Store and Reports Period selected

The Schedule button allows you to easily schedule the report to generate on a recurring basis.  The first step is to select the store for the report's data.

Next, you'll need to select a Report Period. A Report Period for a scheduled report is relative to the generated date. In other words, if your report is generated daily, and you select "Yesterday," the report will display the previous day's data.

The final step is to select a schedule and an occurrence.  In other words, how often do you want the report to be generated?  Every hour?  Once a month?  If you select Daily, Weekly, or Monthly, you will need to specify the time of day and timezone the report will be generated in addition to the day of the week (if you select Weekly) or the day of the month (if you select Monthly).