eFactory offers the ability to create custom reports. These reports can be scheduled daily, weekly, or monthly to be emailed to you automatically.
Examples of Common eFactory Reports
Schedule any of the following:
Item Hold Reports
...and many other tasks!
How to Create and Schedule a Report
Navigate to the data you would like to build into a report. For example, all orders shipped.
Select the data range you wish to report, select All Columns (or the view of choice) and select “Schedule Report
Complete the report preferences (date, time, frequency, etc.) and select “Add to Scheduler”
Why do I need to schedule a report?
Upon logging into eFactory, a vast majority of the information can be effortlessly scheduled to be sent to you via reports. These reports can be customized based on your preferences and delivered at a time that is most suitable for you.
By having the report delivered to your inbox, you can access the necessary data without having to log in every time.
How are automated reports sent to me?
When you schedule a report in eFactory, you can schedule it to be sent directly to your email inbox.
Any report your schedule will be sent in Excel format. This is for two reasons:
You can then process and tailor the information to meet your specific requirements.
It provides you with the most objective view of your data. Our team works hard to ensure you have operational data available in the most convenient and efficient manner possible, so you can make more informed business decisions.
Recommended reports to schedule
Inventory reports will be very helpful for you to have scheduled at the end of each month.
A smooth inventory process is paramount to a smooth ecommerce business. By scheduling an inventory status report and automatically receiving it in your inbox at the end of each month, this saves you from having to remember to pull the report manually.
When you set the report to send to you at the end of each month, the system will automatically determine the correct day based on the month. Rest assured that we've got you covered!