Automate your data retrieval by setting up recurring reports in the Locad OMS. The scheduling feature allows you to automatically generate and send key operational data to yourself, your team, or external stakeholders on a daily, weekly, or monthly basis, saving you time and ensuring consistent reporting.


TABLE OF CONTENTS

  • Introduction to the Scheduling Feature

  • Walkthrough: Setting Up a Scheduled Report

  • FAQs


Introduction to the Report Scheduling Feature

Instead of manually generating the same report every day or week, you can schedule it to run automatically. This feature is perfect for:

  • Daily inventory updates for your team.

  • Weekly outbound order summaries for management.

  • Monthly stock movement reports for accounting.

Once set up, the report will be automatically generated and emailed to the recipients you specify.


Walkthrough: Setting Up a Scheduled Report

1. Select and Filter Your Report

Before you can schedule a report, you must first define its content.

  • Navigate to Report > New Report.

  • Choose the report you want to schedule from the dropdown menu.

  • Apply all necessary filters (e.g., Warehouse, Brand, SKUs) to ensure the report contains the exact data you need.

2. Enable the Scheduling Option

Once your report and filters are set, switch from a one-time generation to a recurring schedule.

  • Click the Scheduled Report toggle. This will open the scheduling configuration panel.

3. Configure the Schedule Details

Fill in the details to define when and how your report should be sent.

  • Name: Give your scheduled report a descriptive name.

  • Frequency: Choose how often it should run (e.g., Month, Week, Day) and specify the exact day and time for generation.

  • Recipients: Add internal Locad Users from the dropdown or type email addresses of external stakeholders into the Other Recipients field and click "Add".


Recipient Selection in Scheduled Reports

When scheduling a report, you can choose who will receive it using the Recipients (Users) dropdown and the Other Recipients (Email Address) field.


1. Sending to All Brand Users

  • Select All Users in the Recipients (Users) dropdown.
  • If there are additional recipients who are not brand users, add their email addresses in the Other Recipients field.
  • The report will be sent to:
    • All brand users
    • Any email addresses added under Other Recipients

If all intended recipients are already brand users, simply select All Users. No additional emails need to be added.


2. Sending to Specific People Only

  • Select Self Only in the Recipients (Users) dropdown.
  • Add the required recipients’ email addresses in the Other Recipients field.
  • The report will be sent only to:
    • You
    • The email addresses listed under Other Recipients

4. Activate and Find Your Schedule

  • Click the Schedule button to save and activate your schedule.

  • To view and manage all your recurring reports, navigate to the Scheduled Reports tab in the left-hand menu. This page provides a complete overview of all the reports you have automated.


FAQs:

  1. Where can I find and manage my scheduled reports?
    Ans - All your active recurring reports are listed in the Report > Scheduled Reports tab. From there, you can view their frequency, recipients, and status.

  2. Can I send a scheduled report to someone who is not a Locad user?
    Ans - Yes. In the "Recipients" section during setup, you can enter any email address in the "Other Recipients (Email Address)" field. The report will be automatically emailed to them.

  3. Are my filters saved for the scheduled report?
    Ans - Yes. The schedule saves the report type and all the filters you applied. The report will run with these exact settings every time, ensuring consistent data.