You can set up automated scheduled exports of your Stax Bill data that can be sent to a list of email addresses on a recurring schedule.
Scheduled Exports are available for:
- Sales Summary
- Cash Summary
- Revenue Summary
To set up scheduled Exports:
- Go to the desired report in the Stax Bill interface and run it at your desired granularity (Daily, Monthly, Quarterly).
- Press the Export / Schedule link.
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You will be presented with the Scheduled export setup screen:
- Name your export appropriately with a meaningful name (i.e. Sales Year to Date - USD).
- Enter the email address(es) you would like to receive the export.
- Select the frequency at which you would like to have the export sent. Options include:
- Daily
- Weekly on a specific day of the week (i.e. Monday)
- Monthly on a specific day (i.e. 1st of the month)
- Quarterly starting on a specific day (i.e. 1st of March)
6. Finally, select the data set you want to include in your export. Options include:
- For the last specified days or months (i.e. last 12 months of data)
- For the current Month to date
- For the current Year to date
Your email recipients will automatically receive an email with the export data attached to your selected frequency.
Note: You can control your existing schedules via the Jobs- Scheduled screen to:
- Modify email recipients
- Delete the schedule
- Pause the schedule