Schedule Reportingreports
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Overview
Using your saved searches, you can schedule Save time by scheduling reports to be emailed to you daily, weekly, monthly, or as custom reports to be emailed to you, making your reporting more efficient. This can be used as using saved searches.
Use these reports to get an overview of how your business is doing from month to month performance or a detailed analysis of specific payments type from day to daypayment types.
Navigation
To set up schedule a scheduled report, navigate to the Online Card Transactions tab under the Reporting tab go to Reporting > Blink Card transactions on the left-hand navigation bar.
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This Feature is currently only available on Online Card Transactions |
Setting Up A Schedule
After selecting any filters on the Online Card Transactions page, you can save those parameters as a Saved search for future use
Setting up a schedule
Filter your transactions on the Blink card transactions page and save the search.
Once you have saved a report, the Schedule Reportsreports option will appear next to the Export to CSV button.
Once you click on Schedule Reports, a pop-up will come up where you can select a saved report. Once selected, you can set the frequency and add the email to which you would like to send the report. Click Save Reportreport to activate the scheduling.
Frequency
If you have chosen a daily schedule - the date filter will automatically be set to yesterday’s transactions, weekly is the last seven days, and monthly, the last 30 days or last month’s.
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You can enter as many emails as you like; however, please note that the recipient needs a Blink account to access download the report. |
Please note date filters do not work when you schedule a report.
On the days you set your report to be sent, the email recipients will receive an email at 6 AM GMT/BST with a link to view the report. The link will open the blink reports page with the filtered results. You can then download the report by clicking Export to CSV.
Editing
Scheduled Reportsscheduled reports
Click Schedule Reportsreports and pick the saved search you would like want to edit to change a schedule. The pop-up will prefill the schedule with what was set before. Change the schedule and click Save Reportsreports.
You can also select saved searches, select a search and then edit the schedule button.
Video Guides
Schedule reports | Edit scheduled report |
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The below video guide will take you through setting up a scheduled report. | The following video will take you through how to edit a scheduled report. |
https://www.loom.com/share/33f868b8c806498599dcc230171f0546?sharedAppSource=personal_library |
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You can also create and edit schedules of saved reports by going on Saved |
reports and clicking Edit |
schedule. |
FAQ
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Related Articles
/wiki/spaces/~918899869/pages/1704324Deleting reports? If you want to delete a Blink report but are unsure which account it's being sent from, you can check the email itself. Look for the greeting phrase at the beginning of the email that says "Hi there {username}". The username mentioned in the greeting is the account name from which the report is being sent. |