Automated Reports allow you to schedule reports to be generated and delivered without needing to manually create them each time. This is useful if you regularly review the same data — such as weekly orders, monthly inventory changes, or customer activity.
You can access this feature by going to the left-hand menu, selecting Insights, and then choosing Automated Reports.
Automated Reports Page
The page lists all automated reports you’ve created, along with:
- The report name
- Type of report (Orders, Check-ins, Inventory)
- Last time it ran
- Next scheduled run
- Frequency
- Actions you can take on each report
If no automated reports exist yet, the page will simply show an empty table.
To create a new one, select Create Automated Report in the top-right corner.
Creating an Automated Report
When you create an automated report, you’ll choose:
- The report type
- How often it should run
- The time frame the report should cover
- When the report should start running
Once it’s saved, the system will generate the report automatically based on your schedule. Every completed report will appear on this page and will also be available for download.