Advanced Reporting (For the video tutorial, click here)

Advanced reporting / Scheduled reports allows you to design, create, and receive your own daily, weekly, or monthly reports according to your specific needs.

Run an Advanced Report

Create a Report Template

1. Go to the Scheduled Reports page
2. Click the Manage Report Templates button
3. On the Templates page, click Download Report Template
4. Open the downloaded file in Microsoft Excel and compose your own report template (For more instructions on this step, please refer to our YouTube video, e.g., how to insert a pivot table and how to transform the cell format.)
5. Click File and Download a Copy to save the template in the format of excel.

NOTES:

• Microsoft Excel is the only tool you can use to modify and save the report template.
• After inserting any tables or charts, check the Refresh data on file open box.
• The report template should be in Excel format. (A CSV table will not work in the system.)

Upload the Report Template

1. Go to the Scheduled Reports page
2. Click the Manage Report Templates button
3. On the Templates page, click New Template
4. On the pop-up window, input the template name and upload the template file
5. Click Create to save
6. In the Operations column, click the Preview button to generate a transaction report for the last 7 days
7. Open the downloaded file in Microsoft Excel to check if the data automatically updates.

Schedule the Report

1. Go to the Scheduled Reports page
2. Click the New Report button
3. On the pop-up window, input:
   • Name - report name
   • Email Subject - subject of the report email
   • Schedule - report sending time in the Crontab format, which is composed of 5 parts: minute, hour, month day, month, week day (On the Crontab website, you can get an explanation of each component.) For example, if you want the report to be sent out every Monday at 7 am, the Schedule should be 0 7 * * 1.
   • Recipients - email addressees
   • Template - report template
   • Cutoff -
     • Last Day - the report will include the transaction records of yesterday
     • Seven Days - the report will include the transaction records of the last 7 days
     • Sunday Week - the report will include the transaction records of the previous Sunday to Saturday
     • Monday Week - the report will include the transaction records of the previous Monday to Sunday
     • Last 28 days - the report will include the transaction records of the last 28 days
     • Last Calendar Month - the report will include the transaction records of the last calendar month
4. Click Save.

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