Scheduled email reports
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A scheduled report is an email Kartlo sends for you on a regular day. Pick what goes in it, how often it goes out and who gets it. Each email covers the last complete day, week or month in your store's timezone, so nobody has to open the dashboard to know how things went. Scheduled reports are on the Pro plan and above.
Set up a report#
- Go to Settings, Scheduled reports and press New report.
- Give it a name. The name is the subject line of the email.
- Pick the Report, How often and, for weekly or monthly reports, the day it goes out. Under Send at, pick the hour.
- Under Send to, enter up to 10 email addresses, separated by commas or new lines.
- Choose Email only or Email with CSV attachment, then press Schedule report.
What each report contains#
| Report | What is in it |
|---|---|
| Sales summary | Total, net and gross sales, discounts, refunds, orders, average order value, units sold, customers and new customers, each compared with the period before, plus the top 5 products. |
| Orders | Every order placed in the period with its number, time, customer, status, payment status and total. |
| Top products | The 25 best-selling products in the period by revenue, with units sold. |
| Low stock | Tracked items that are out of stock or at or below their reorder point when the email is sent. |
Which period an email covers#
| How often | Sent on | Covers |
|---|---|---|
| Daily | Every day | The day before. |
| Weekly | The day of the week you pick | The 7 days before that day. |
| Monthly | The day of the month you pick | The whole of the month before. If you pick the 29th, 30th or 31st, a shorter month sends on its last day. |
Days are counted in the timezone set for your store in Settings, Stores. Money is shown in your store currency. The email shows the first 50 rows of a table; the CSV attachment always has every row.
Last sent and errors#
Each report in the list shows when it last went out and, if the last attempt had a problem, the error. Every email also appears in Settings, Emails & notifications, Sent emails.
Reports are sent from the same address as your order emails. If your store email is not verified or your own email provider is not set up correctly, the report cannot be sent and the error says why. See Settings.
Turn the switch off to pause a report without losing its settings. If your plan drops below Pro, reports stop sending; you can still see and delete them.