How do I schedule automated email reports?

This article goes through how to schedule automated email reports which will be delivered to your inbox

🔶 Scheduled Reports

You can set up regular emailed transaction reports to be sent directly to your mailbox.

🔶 Set up a Scheduled Report

🔸Log in to the GWD Customer Portal

🔸Select “Schedule Reports” from the Reporting sub menu.

🔸Select “Create new schedule”

🔸Give your report a name, e.g. “My weekly transaction report”

🔸Select the reporting period from the drop down

Weekly: Report will be sent every Monday, covering the previous calendar week (Mon-Sun).

Monthly: Report will be sent on the first of every month, covering the previous calendar month.

Quarterly: Report will be sent on the 1st of the months of January, April, July & October covering the prior 3 calendar months.

🔸Add a valid email address in to the email address field. If you would like to add multiple recipients, click the “Add another recipient” button.

🔸OPTIONAL STEP. If your user account has access to a hierarchy of kiosks within your organisation, use the tick boxes in the folder structure to select which organisations you’d like to report on. If you do not see a folder structure to select from, move on to step 8.

🔶 Click “Save and Exit” to complete the set-up of your scheduled report.