PaymentsOS allows to schedule reports saved as templates.
You can schedule daily, weekly and monthly reports using thePaymentsOS Control Center reports generator.
Few notes about the report scheduling feature:
- To schedule a report, first, save it as a template:
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When you have created a new report using the PaymentsOS Control Center and you want to save it a template for future uses, tick the "Save as Template" option under the Report/Template Name field, so the toggle button will turn green:
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- Daily reports -
- Reports are generated daily and include data for the previous day, in accordance with the defined time zone.
- Weekly reports -
- Reports are generated on the selected weekdays and include data for the previous 7 days, in accordance with the defined time zone.
- Monthly reports -
- Reports are generated on a monthly basis and include data for the previous month, in accordance with the defined time zone.
- You can schedule the report to be sent any day from the 1st to the 10th day of the month.
- Expiration day -
- In all of the report scheduling options, you can set an expiration day. This will be the date on which the schedule will end.
- This field is optional.
How to schedule report using the PaymentsOS Control Center:
Scroll down to the bottom of the report generator, to the "Schedule this Report"
section:
- Daily reports -
- Weekly reports -
- Monthly reports -