How to Schedule the “Items Sales By Employee” Report in BLogic View

Introduction

This article guides you through setting up automated delivery schedules for the “Items Sales By Employee” report within BLogic View’s Report Scheduler. You will learn how to configure daily and weekly delivery frequencies, set specific delivery times, and manage recipient email addresses.

Version Support

This guide applies to BLogic View versions v7.2025.07.11 and later.

Table of Contents

1. Accessing the Report Scheduler
2. Configuring Daily Report Schedules
3. Configuring Weekly Report Schedules
4. Setting Attachment Format
5. Saving and Processing

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1. Accessing the Report Scheduler

1. Log in to BLogic View.
2. Navigate to Setup > Report Scheduler.
3. In the list of reports on the left, click on “Items Sales By Employee”.

2. Configuring Daily Report Schedules

To set up a daily delivery schedule:

1. Locate the “Daily” frequency toggle and set it to Active (ON).
2. Under “Date time to send”, select the specific hour and minute you want the report to be sent each day.
3. In the “Send report to the following emails” section, you can add or remove email addresses that should receive the report.

3. Configuring Weekly Report Schedules

To set up a weekly delivery schedule:

1. Locate the “Weekly” frequency toggle and set it to Active (ON).
2. Under “Date time to send”, select the specific hour and minute you want the report to be sent on the selected days.
3. Select one or more days of the week from the dropdown menu (e.g., Monday, Tuesday, etc.).
4. In the “Send report to the following emails” section, you can add or remove email addresses for weekly delivery.

Note: You can have both Daily and Weekly schedules active simultaneously, provided you configure them independently.

4. Setting Attachment Format

The “Items Sales By Employee” report is currently only supported in Excel format for scheduled deliveries. Ensure the “Excel” toggle under “Attach report as” is set to Active (ON).

5. Saving and Processing

Click the “Save” button at the bottom of the configuration page.

The system will now save your settings to the database. The BLogic View system will automatically generate the “Items Sales By Employee” report at your configured time(s), create an Excel attachment, and email it to the specified recipients.

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Frequently Asked Questions (FAQ)

Q1: Can I schedule the report in a format other than Excel?

A1: No, currently the scheduled “Items Sales By Employee” report only supports attachment in Excel format.

Q2: Can I set different recipient lists for Daily and Weekly schedules?

A2: Yes, you can independently manage the email recipient lists for both the Daily and Weekly configurations.

Q3: What happens if I forget to activate the schedule toggle?

A3: If the “Active” toggle for either Daily or Weekly frequency is OFF, the system will not send the report, even if you click Save. You must ensure the correct toggle is ON.