Managing Report by Email Module

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Welcome to the User Guide for the Report by Email module, your key to automating sales reports and seamless distribution. Follow this guide for a step-by-step walkthrough to efficiently manage and harness the power of this module.

The Report by Email module streamlines the process of generating sales data reports and dispatching them via email to external recipients. To get started, follow these simple steps:

Installation:

  • Access the admin area of your website.
  • Navigate to the App Shop and Store tabs.
  • Find the Report by Email module using Quick search and install it.
1 App Shop RbE.png


Activation:

  • After installation, go to the Modules and Extensions tabs.
  • Locate Report by Email through Quick search and enable the module by toggling the Status switch.
  • Click the "Report by email" button to access the module's settings.
2 RbE settings.png


Module Settings:

  • On the Report by Email page, view existing reports in a tabular format.
  • Columns include Type (time interval for sending reports), By (report creator), Is enabled? (report status), Date (date and time the report was created), and Action (actions that can be applied to the report).
  • Use Quick search to find specific reports.
  • Set the display of records per page for easy handling.

To create a new report, click the Insert button.

3 RbE page.png


Creating a New Report:

  • On the Create report page, choose report status and time interval type for sending reports by email (daily, weekly, monthly). Select from the drop-down list a particular day of the week to send your weekly reports to recipients on that specific day.
  • Enter recipient email in the designated field.
  • Toggle switches to include optional information fields for customization. Available fields: Product model, Product name, Order status, and more.
  • Click Save to complete the process.
4 a Create Report page.png

Congratulations! You've successfully navigated the Report by Email module. Enhance your workflow by automating sales reports and customizing them to meet your unique business needs. For any further assistance, refer back to the documentation provided with the module. Streamline your reporting process effortlessly with Report by Email.