End of Days reports is a type of business report document that is usually drafted by the employees to track and capture all their daily activities. In business, a typical end of day report contains information about the settlement, total quantity sold, sales, and inventory. Besides the of days report, there are also End of Week and End of Month reports based on the business needs.
This article explains how to setting and send End of Day, End of Week, and End of Month Report directly to a selected user group with an e-mail account. You can follow the steps below to make send EoD, EoW, and EoM report to e-mail by following the steps below.
Table of Content :
I. Setting Recipient and Report Instruments
Step 1. Open Mail Setup in Setup, More Settings, and Select Mail
Step 2. Select Recipient & Report Instruments Setting for EoD
You can choose which report that you want to send, and which group/role as the Recipient.
Step 3. Select Recipient & Report Instruments Setting for EoW
Step 4. Select Recipient & Report Instruments Setting for EoM
II. Send Report Manually Anytime
If you want to send your EoD, EoW, or EoM report manually without waiting until the time you will receive the report, you can also send the report manually at any time by using DealPOS Tools.
Step 1. Login to DealPOS Tools App
Step 2. Go to Send Email, then Send Report by Mail
Select the send mail menu, and choose which report you want to send, then click send mail.
You might also like to read these articles below :
If you want to send the End of Month reports, you can follow the steps on this article : Monthly EoM Report
For more detailed information about sending End of Day reports manually, you can follow the steps on the article below : Send EoD Mail Eport Manually
If you want to assign the Admin user to be the recipient of End of Day reports, you can see the steps on this article : End of Day Report Email to Administrator