How Do I Schedule Reports to Be Downloaded Periodically?

Overview

Report scheduling allows you to automatically export reports on a recurring basis -- daily, weekly, or monthly. Instead of manually exporting reports each time, you configure the schedule once and SellerLegend handles the rest.

How to Schedule a Report

1. Navigate to any report screen and click the Export button
2. In the Export Settings modal (popup), check the Schedule option
3. Configure the schedule:
   • Frequency -- Choose daily, weekly, or monthly
   • Day -- Select which day the export should run (for weekly/monthly schedules)
   • Time -- Set the time of day for the export
4. Confirm to save the schedule

SellerLegend will automatically export the report at your specified frequency, day, and time.

Managing Scheduled Reports

To view and manage all your scheduled reports:

1. Navigate to Reports >> Scheduled Reports
2. Here you can:
   • View all active scheduled reports
   • Edit the schedule for existing reports
   • Pause or delete scheduled reports
   • Check the last execution status

Use Cases

• Daily sales reports -- Get a fresh export of yesterday's sales every morning
• Weekly inventory snapshots -- Receive a weekly summary of inventory levels
• Monthly P&L exports -- Automatically export your profit and loss data at the end of each month

Key Points

• Report scheduling is configured through the Export Settings modal on any exportable report
• Schedules can be set to daily, weekly, or monthly frequency
• Manage all scheduled reports from Reports >> Scheduled Reports
• Scheduled reports use the same filters and column settings as the report they were created from
• You can create multiple schedules for different reports with different frequencies