{"id":4649,"date":"2025-11-29T11:16:59","date_gmt":"2025-11-29T11:16:59","guid":{"rendered":"https:\/\/ithemelandco.com\/docs\/woocommerce-report\/?p=4649"},"modified":"2025-11-29T11:17:01","modified_gmt":"2025-11-29T11:17:01","slug":"set-up-scheduled-email-reports","status":"publish","type":"post","link":"https:\/\/ithemelandco.com\/docs\/woocommerce-report\/set-up-scheduled-email-reports\/","title":{"rendered":"How to Set Up Scheduled Email Reports?"},"content":{"rendered":"\n<p>The <a href=\"https:\/\/ithemelandco.com\/plugins\/woocommerce-report\/?utm_source=kb&amp;utm_content=schedule-email-report\" target=\"_blank\" rel=\"noreferrer noopener\"><strong>REPORTiT &#8211; Advanced Reporting for WooCommerce plugin<\/strong><\/a> includes a powerful automated email system, ensuring that key stakeholders receive vital store performance data without manual effort.&nbsp;<\/p>\n\n\n\n<p>You can schedule comprehensive reports to be sent directly to managers, team members, or partners on a daily, weekly, or monthly basis by going to <strong>Settings &gt; Email<\/strong>, and following the steps below:<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><a href=\"https:\/\/ithemelandco.com\/docs\/woocommerce-report\/wp-content\/uploads\/sites\/16\/2025\/11\/23-1-open-email-settings.png\"><img fetchpriority=\"high\" decoding=\"async\" width=\"224\" height=\"273\" src=\"https:\/\/ithemelandco.com\/docs\/woocommerce-report\/wp-content\/uploads\/sites\/16\/2025\/11\/23-1-open-email-settings.png\" alt=\"Open email settings\" class=\"wp-image-4654\"\/><\/a><\/figure>\n\n\n\n<ol class=\"wp-block-list\">\n<li><strong>Active Email Reporting:<\/strong> The first step is to enable the entire feature by turning on this master switch. No reports will be sent unless this option is activated.<\/li>\n<\/ol>\n\n\n\n<ol start=\"2\" class=\"wp-block-list\">\n<li><strong>Emails Report:<\/strong> Select the specific types of reports you want to include in the email. You can choose any combination of the following:<\/li>\n<\/ol>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Store\u2019s Digest<\/strong>: A summary of key performance indicators.<\/li>\n\n\n\n<li><strong>Top Products<\/strong>: A report on your best-selling items.<\/li>\n\n\n\n<li><strong>Top Categories:<\/strong> Performance data for your product categories.<\/li>\n\n\n\n<li><strong>Top Customers<\/strong>: Insights into your most valuable customers.<\/li>\n<\/ul>\n\n\n\n<ol start=\"3\" class=\"wp-block-list\">\n<li><strong>Email Send To:<\/strong> Enter the email addresses of the people who should receive the reports. You can add multiple addresses, separated by commas.<\/li>\n<\/ol>\n\n\n\n<ol start=\"4\" class=\"wp-block-list\">\n<li><strong>From Name: <\/strong>Specify the sender\u2019s name that will appear in the recipients\u2019 inboxes (e.g., \u201cYour Store Analytics\u201d).<\/li>\n<\/ol>\n\n\n\n<ol start=\"5\" class=\"wp-block-list\">\n<li><strong>From Email: <\/strong>Set the email address from which the reports will be sent.<\/li>\n<\/ol>\n\n\n\n<ol start=\"6\" class=\"wp-block-list\">\n<li><strong>Email Subject<\/strong>: Customize the subject line of the automated email.<\/li>\n<\/ol>\n\n\n\n<ol start=\"7\" class=\"wp-block-list\">\n<li><strong>Logo<\/strong>: Upload your company logo to brand the email report and give it a professional appearance.<\/li>\n<\/ol>\n\n\n\n<ol start=\"8\" class=\"wp-block-list\">\n<li><strong>Email Schedule<\/strong>: This is where you define the frequency and timing of the reports.<\/li>\n<\/ol>\n\n\n\n<p><strong>Select the intervals<\/strong>: Daily, Weekly, Monthly, Quarterly, or Yearly.<\/p>\n\n\n\n<p>For Weekly reports, you can select a specific day (e.g., Monday).<\/p>\n\n\n\n<p>For Monthly reports, you can choose a specific day of the month (e.g., the 1<sup>st<\/sup>).<\/p>\n\n\n\n<p>Set the specific time to send the email in the Send At field (e.g., 23:30).<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><a href=\"https:\/\/ithemelandco.com\/docs\/woocommerce-report\/wp-content\/uploads\/sites\/16\/2025\/11\/23-2-email-setting-panel.png\"><img decoding=\"async\" width=\"940\" height=\"887\" src=\"https:\/\/ithemelandco.com\/docs\/woocommerce-report\/wp-content\/uploads\/sites\/16\/2025\/11\/23-2-email-setting-panel.png\" alt=\"Active email reporting settings\" class=\"wp-image-4655\"\/><\/a><\/figure>\n\n\n\n<ol start=\"9\" class=\"wp-block-list\">\n<li><strong>Send test email:<\/strong> After configuring all settings, use this button to send a test email to the specified addresses. This allows you to verify that everything looks correct before the automated system begins.<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"614\" height=\"880\" src=\"https:\/\/ithemelandco.com\/docs\/woocommerce-report\/wp-content\/uploads\/sites\/16\/2025\/11\/23-3-send-test-email.png\" alt=\"Send test email\" class=\"wp-image-4656\"\/><\/figure>\n\n\n\n<p>Finally, click <strong>Save Changes <\/strong>to activate your scheduled email reports. The plugin will now automatically generate and dispatch the reports based on your defined schedule.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"626\" height=\"413\" src=\"https:\/\/ithemelandco.com\/docs\/woocommerce-report\/wp-content\/uploads\/sites\/16\/2025\/11\/23-4-email-report-result.png\" alt=\"Email reporting result\" class=\"wp-image-4657\"\/><\/figure>\n","protected":false},"excerpt":{"rendered":"<p>The REPORTiT &#8211; Advanced Reporting for WooCommerce plugin includes a powerful automated email system, ensuring that key stakeholders receive vital store performance data without manual effort.&nbsp; You can schedule comprehensive reports to be sent directly to managers, team members, or partners on a daily, weekly, or monthly basis by going to Settings &gt; Email, and [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[],"class_list":["post-4649","post","type-post","status-publish","format-standard","hentry","category-plugin-usage"],"_links":{"self":[{"href":"https:\/\/ithemelandco.com\/docs\/woocommerce-report\/wp-json\/wp\/v2\/posts\/4649","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/ithemelandco.com\/docs\/woocommerce-report\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/ithemelandco.com\/docs\/woocommerce-report\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/ithemelandco.com\/docs\/woocommerce-report\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/ithemelandco.com\/docs\/woocommerce-report\/wp-json\/wp\/v2\/comments?post=4649"}],"version-history":[{"count":2,"href":"https:\/\/ithemelandco.com\/docs\/woocommerce-report\/wp-json\/wp\/v2\/posts\/4649\/revisions"}],"predecessor-version":[{"id":4752,"href":"https:\/\/ithemelandco.com\/docs\/woocommerce-report\/wp-json\/wp\/v2\/posts\/4649\/revisions\/4752"}],"wp:attachment":[{"href":"https:\/\/ithemelandco.com\/docs\/woocommerce-report\/wp-json\/wp\/v2\/media?parent=4649"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ithemelandco.com\/docs\/woocommerce-report\/wp-json\/wp\/v2\/categories?post=4649"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ithemelandco.com\/docs\/woocommerce-report\/wp-json\/wp\/v2\/tags?post=4649"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}