Setting Up Automated Reports via Schedule Feature

Modified on Thu, 21 Mar at 8:06 PM

Here is a step-by-step guide detailing how to configure automated reports for your online store.

Steps to Schedule Reports on Strique

Step 1: Access the Reporting Page

Navigate to your Strique dashboard and locate the reporting section. You will find a 'Schedule' button on the top bar of the reporting page, which is clearly marked in the interface.

Step 2: Initiate the Scheduling Process

Click on the 'Schedule' button. This action will take you to the setup area where you can define the specifics of your report automation.
click on schedule button

Step 3: Enter the Recipient's Email Address

Input the email address where the reports should be sent. This is a crucial step as it ensures the reports reach the correct recipient.
enter email address

Step 4: Choose Additional Communication Channels

Select any additional channels through which you'd like to receive the reports. Options include WhatsApp, Slack, or SMS, enabling multi-channel report delivery.
select whatsapp, slack and sms

Step 5: Set the Start Date and Time

Determine when you would like to start receiving the reports by setting the start date and time. Ensure you adjust these according to your local time zone, which you can select from a dropdown menu.
select date, time and timezone

Step 6: Define the Report Frequency

Decide how often you need to receive these reports. You have the flexibility to choose a daily, weekly, or monthly schedule. For monthly reports, specify whether you prefer them on a certain date or on a designated day, such as the third Thursday of each month.

select report frequency

Step 7: Confirm and Activate the Schedule

Double-check all the information for accuracy. Once you are satisfied with the settings, click the 'Save And Schedule' button. Your automated reporting is now set and will send updates as per your specified frequency.