Automatic Report Emails and Texting 2022

Additional License Items

New License Line Item

Low -High -Custom Plan

Text sending related flags

From the Delivery tab take the order as normal

New Customer Editor UI and Workflow

Automatic text when you dispatch the order

New text sending option –visible only once ticket has a customer assigned and ticket was sent or saved

AUTOMATIC REPORTS

!!LOGIN AS THE USER THAT YOU WANT TO RECEIVE THE REPORT!!
Open any report

Enter the parameters you desire for the report

Day and Time

Other Parameters like (show open orders, group discounts, etc)

Click Add New under Automatic Reports

ENTER THE EMAIL OF THE CURRENLTY LOGGED IN USER

Click save

Set how frequently you would like the report to run

When would you like to have the report first

Example: If you want a weekly Sales Analysis report to be emails to you ever Sunday night

Set the run time from Mon at 12am till Sunday 11:59pm

Set the Automatic Reporting to run weekly, first run will be the following Monday at 12am