If you have a report scheduled through eFactory, you have the option to change the frequency, format, and email recipients of the report. You can also delete or disable a scheduled report if needed.
How to find your scheduled report
Log in to eFactory, then navigate to Analytics and select scheduled reports.
Find the report you want to edit and click the edit icon, which resembles three small lines in the report row.
Once you select the edit icon, you can edit, delete, disable, or export a copy of the report.
What do EDIT, DELETE, DISABLE, and Export mean?
EDIT - In EDIT, you can adjust the frequency at which the report is delivered, select your preferred delivery method, and update the email addresses that receive the report.
DELETE - When you select DELETE, the report will be deleted, and you will no longer have access to it. If you ever need the same report, you will have to recreate it from "How to Create a Customer eFactory Report".
ENABLE or DISABLE a report - If you don't want to delete a report but stop it from sending, select DISABLE. If the report is already disabled and you want to enable it, select 'ENABLE'.
Export To - To obtain a current copy of the report, select the "Export to" option. However, please keep in mind that this will not provide a copy of the previous report. Instead, it will generate the report based on the criteria at the time of export. For instance, if it is currently July 15th and you have a "Items Shipped Today" report that runs daily, and the last report shows data from July 14th, exporting the report today will not provide you with the July 14th report. Instead, it will provide you with the current report for July 15th, showing the items that have been shipped today.