Automated Emailing Of Reports

outline retailers can have custom reports emailed to a designated email address on a predefined frequency this feature automates the manual export process from the merchant portal, ensuring stakeholders receive the reports they need in their email inbox please note, to be able to have your email to receive reports, it needs to be added in general under the notifications section view the notifications & contact guide to learn how to do this setup log in to your merchant portal and go to reports locate the report you'd like have emailed to you click the envelope icon next to the download button clicking this icon will prompt a popup where you can adjust the frequency and select the email recipient you can also set filters for the report, such as refund and shipping status once you're finished, click save now, this report will be automatically sent to the chosen email address multiple recipients scheduled reports can be sent to multiple recipients select everyone who should receive the report and each will get their own email choosing when it sends you can set a start date and time for the schedule, which anchors when the report is sent each day, week, or month