Overview:
This article explains how to create and schedule an Open Order Report template in Xvantage. You can customize the report details, select the preferred export format, define the report schedule, and configure email recipients for automated delivery.
Process:
Log in to Xvantage.
Hover over the left navigation menu and click My Business.
Select Orders.
The order list will be displayed.
Click the Customize Reports button.
On the right side of the page, click Create Report Template.
Select Open Order Report.
Click Next.
In the Schedule Report section:
Enter a unique report name.
Optionally, add a report description.
Select the export file type (CSV or Excel).
Choose whether the report will be a Recurring Report or a One-Time Report.
Select how frequently you want to receive the report - monthly, weekly, daily
Choose Email Yourself or add recipients in the recipient field.
Click Next.
In the Customize Report section, select the data you want to include in the report and configure it based on your reporting requirements.
The three dropdown options on the left enable the addition of additional columns in the report. The columns that are greyed out are mandatory and cannot be unselected:
Click Save Template and Exit to save the report template. You can view it in the Saved Templates tab.
Clicking on Preview and execute opens the customization page, where you can continue making changes and save the template again.
Subtopic 1: Execute Now button
Following step number 11 above, if you select Execute Now, the report will appear under Scheduled Reports and will be automatically sent to the selected recipients based on the configured frequency.
The report will also be saved in the Scheduled Reports tab.
Clicking Edit Schedule will allow you to update the frequency and email recipients. Ensure that you click Schedule to save any changes.
