SalesVu offers a convenient feature that allows you to schedule automated All-in-One reports, saving you time and ensuring you receive up-to-date information regularly.
This article will guide you through the steps to schedule the 'All-in-one Sales & Profitability Master Report'
1. Sign in to SalesVu.com:
2. Click on the 'Reports' tab on the left vertical menu and click on the 'All-in-one Sales & Profitability Master Report'
3. Choose the desired date range for the report by selecting the appropriate start and end dates, as well as applying any other desired filters to refine the data.
Please find the general information on the All-in-one report here
4. Once you have configured the report, locate the 'Email' icon button in the top right corner of the page and click on it to proceed.
5. A popup screen will appear with instructions for creating the scheduled email report. Follow the instructions provided, ensuring you enter the necessary details, such as the recipient's email address and any additional instructions.
6. Click on 'Save'