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How to Schedule eFactory Reports
How to Schedule eFactory Reports
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Written by DCL Support
Updated over a month ago

In eFactory, various pre-existing reports are available for scheduling either by DCL or the customer. You can follow the instructions below to learn how to schedule an eFactory report that is already available.

If you are unsure how to create a report, please see our page on Creating Reports in eFactory.

Steps to Schedule a Report in eFactory

Step One: Go to Analytics, Standard Reports, and Select the report of your choice. In our example, we picked "Orders Shipped Today."

Step Two: Complete the field choices in the Schedule report window that will pop up and select “Add to Scheduler”

Please Note: The reports run at Pacific Standard Time (PST).

Step Three: To check the report has been scheduled, select “Scheduled Reports”

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