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Overview

Asynchronous and Scheduled Report Tools

The tools section allows you to manage any reports that you have scheduled and/or asynchronous reports for pickup (Only a few Reports have the scheduling feature).

• Scheduled Reports: This tool allows you to manage any reports you have previously scheduled to run automatically.

• Report Pickup: Use this screen to retrieve reports that UltraCart has run in the background (asynchronously). Some reports process a large amount of data and are automatically handled by the system. Once a report is complete, you'll receive an email notification letting you know it's ready for pickup.

Scheduling Reports

If a report has the scheduling capability, you will see a "Schedule Report" field at the bottom of the screen. Complete the required fields.  The following shows a completed Schedule Report which will run Monthly

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Once you've completed the form, click the Schedule Report button. Scheduled Reports will be emailed to the addresses you indicated (see above).

Edit or Delete a Scheduled Report

You can edit or delete a schedule report by again visiting the "Schedule Reports" Tool.  Navigate to Operations > Reporting > Schedule Reports.  Once there, click either the Edit or Delete button.

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Report Pickup

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If the report covers a large date range you can expect some wait time and can eventually obtain (download) the report in the Report Pickup area.  You'll receive an email when it's completed. The following shows how the listing appears for a scheduled Item Sales report that is produced monthly.

Simply click the download button to obtain the report. You may be prompted to Save the file or Open depending on how you configure the report.  Click the Delete button when the report is no longer needed.  If you don't see your report a click of the refresh button may bring it up but only if it's completed.  Again, you should receive an email when completed.