Configuring Report Delivery Settings

UltraCart provides a convenient way to receive an executive summary of your order traffic directly via email. You can customize the frequency of these reports to suit your business needs. This guide explains how to configure these settings and how they impact other reports within UltraCart.

Introduction

The Report Delivery feature allows you to schedule automated email reports containing an executive summary of your UltraCart order data. This ensures you stay informed about your sales performance without manually generating reports.

Prerequisites

To configure report delivery settings, you need:

Access to your UltraCart account.
Permissions to modify Configuration settings.

Step-by-step Instructions

Follow these steps to configure your report delivery settings:

Navigate to Report Delivery Settings: From your UltraCart dashboard, go to Home → Configuration → Report Delivery.
Choose Delivery Frequency: On the Report Delivery page, you will find options to select how frequently you wish to receive the executive summary report. You can choose from:
- Every specified day count: Enter a number (e.g., 5 for every 5 days, 10 for every 10 days).
- Semi-monthly: Reports will be sent twice a month.
- Monthly: Reports will be sent once a month.
Save Your Selection: After making your desired delivery selection, click the Save button to apply your changes.

Note: Your report delivery settings will also influence the date range displayed in the "Current Period Sales" report on the Reporting page.

Affect on Current Period Sales Dates

The frequency setting you choose for your executive summary report also determines the date range displayed in the "Current Period Sales" report found on the Reporting page.

Setting	Current Period Sales Report Date Range
Every X days	If set to `1` day (the default), the report will show month-to-date data. If set to anything other than `1` day, it will show the specified interval (e.g., the last 5 days).
Semi-monthly	Will show either the 1st to the 15th of the month, OR the 16th (or current date if beyond that) to the end of the month (28th-31st, depending on the month).
Monthly	Will initially advance to the end of the following month, then sync to the end of the current month from there forward.

Projected Sales

The "Projected Sales" figure displayed in your reports is an estimate. It is calculated based on the sales performance during the current period and projected into the next period, providing an outlook on potential future sales.

Conclusion

By configuring your Report Delivery settings, you can automate the process of receiving crucial sales data, helping you monitor your UltraCart store's performance efficiently. Understanding how these settings affect other reports, like "Current Period Sales," ensures you interpret your data accurately.

Next Steps

Explore other reports available in the Reporting section of UltraCart to gain further insights into your store's performance.
Consider setting up additional alerts or notifications for critical events in your UltraCart account.