This guide will walk you through the steps necessary to set up a new report on the Merchant Dashboard.
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Press "Add New Scheduled Report".
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Select at what frequency and time you’d like to receive the report.
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Adjust the time of day and which day you would like your business day to start.
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Select the shop(s) you would like reports about.
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Enter the email(s) you would like to receive the report.
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Adjust the subject and body of the email if you would like to customize it.
- Click "Create Report" and make sure the report is scheduled correctly.
Note: You can adjust the defaults for "Run Settings" in the User Settings.
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Press "Add New Scheduled Report".