Set up a recurring report to automatically send on a specific cadence.
To get started, login to the Cents Business Manager and click into “Reports” under “My Stores.”
Click into any Custom Export or (some) Pre-Built Reports, apply desired filters ensuring to use non-date specific (calendar) such as last month, this week, etc. and select "Preview." From Preview, you may remove columns desired to customize data downsizing columns, and then click “Save Report” in the upper right corner.
Once the report is saved under “Saved Reports,” click into this report and into the three dot menu at the top right of the page. Click “Save as a new report.”
From here, simply turn on the “Schedule automatic reports” toggle.
Once toggled on, select the automatic report day and time. The timezone will send in the local time .
Next, enter in any email address this report will need to be sent to and click “Save.”
This report will now show the scheduled date and time. To disable or edit, click into the “Edit Report” button at the top.