topic Schedule reports to be automatically emailed in Back Office & Team

Schedule reports to be automatically emailed

ACL — Fri, 11 Jul 2025 17:22:30 GMT

Is there a way to schedule a Product Mix report to be emailed to my Brewer on a weekly basis? It would be great for him to be able to see sales without me having to generate the report. He is not technical at all so creating a login for him to run the reports himself is not an option.

Re: Schedule reports to be automatically emailed

Rob — Mon, 21 Jul 2025 22:31:42 GMT

Thanks for reaching out to the community. We do not offer the capability to automatically and regularly send a product mix report via email. The team has taken this as a feature request, so this idea may become available in the future!

Re: Schedule reports to be automatically emailed

sssjjj — Sat, 26 Jul 2025 22:14:17 GMT

This would be really helpful to have a daily p-mix reporting option to build the report as you want it and have automatically sent.

Re: Schedule reports to be automatically emailed

DominicM — Thu, 02 Oct 2025 07:13:48 GMT

I agree - this feature would be helpful.

Re: Schedule reports to be automatically emailed

Rob — Thu, 02 Oct 2025 16:20:12 GMT

Thanks for the feedback!

Re: Schedule reports to be automatically emailed

AmericanLeg208 — Fri, 31 Oct 2025 17:24:23 GMT

Would love the ability to customize email reports so that AI and automations can do their thing... Payroll Input, Monthly Sales Tax reports, etc. Not getting the data from the pre-set notifications, and its a PITA to pull these all individually.