The Item Attachment, Order, and Option Reports can now be scheduled to generate daily using the Saved Report filters.  This will allow users, with this option available to their role, to receive the report directly to their email without having to log in to SchoolCash and generate it.  Once the report is generated, the recipient will receive an email notification with access to the report.

This will be available for the Item Option and Item Order Reports as well.

To set the schedule:

  1. From Reports, select Saved Reports.
  2. Once you’ve identified the report you’d like to have scheduled, press subscribe.
  3. Enter the email address of the recipient. Numerous emails may be entered, each separated by a comma
  4. Choose the desired time (time is local time)
  5. Press save

If the recipient no longer requires the report daily, the school user can unsubscribe them:  

  1. On the Saved Report, select View
  2. Select Unsubscribe

If the recipient would like to receive the report at a different time, the school user can change the time:

  1. On the Saved Report, select View
  2. Change the time to the new time
  3. Save