Reporting: Schedule Reports with Email Alerts

Schedule and email up to 90 reports

Users can schedule any of the 90 reports to be sent to a list of emails based on any schedule. Trigger email alerts with events such as sending an order to the supplier, having on-hand quantity fall below a minimum, or having assets or tools that need maintenance.

Capabilities:

Schedule hourly, daily, weekly, monthly email alerts

Add an optional signature line

Use five separate sorting values

Send alerts to multiple email addresses

Use text editor for formatting email body

Hide header so that in Excel you don't have merged cells. This makes for quick sorting

Send data since last report

Send data since X number of days ago

Select combinations of suppliers

Attach reports in PDF or Excel format

Send empty "heartbeat" email to confirm alert is working

See this feature in action

See this feature in action