How do I set up scheduled reports in Clarus WMS?
Automate your reports for timely updates with scheduled reports in Clarus WMS.
Step-by-Step Guide
1. Log in to Clarus WMS
First, log in to your account.
2. Access Scheduled Reports
Click on your username at the top of the screen. From the dropdown menu, select My Scheduled Reports.
3. Add a Scheduled Report
On the Scheduled Reports screen, click +Add a Scheduled Report. This will take you to a new screen where you can set up your report.
4. Complete General Settings
In the General Settings section, enter a Name for your report, such as ""Daily Report."" Use the dropdown for Frequency to choose how often the report runs (e.g., daily or monthly). Select the Days of the Week by clicking on the relevant days you want the report to run. Finally, enter the Time you want the report to run.
WARNING: Avoid setting times between midnight and 2 AM, as these may be affected by daylight saving time changes.5. Set up Email Settings
For email delivery, enter the Subject of the email that will contain the report. Type a Body message for the recipient. To add recipients, click +New, then enter the recipient's name and email address.
6. Add Reports
Click Add Report to attach a report to this scheduled task. A report section will appear with a dropdown menu, allowing you to select from pre-set reports available in Clarus WMS.
7. Add Variables (Optional)
Variables allow you to customise reports for specific data, such as accounts or warehouses. Click +New to add a variable. Choose a Parameter Name from the dropdown (e.g., account_id or warehouse_id) and enter the corresponding Variable Value (e.g., the account or warehouse ID number).
You can add multiple reports by clicking +Add Report again and repeating the steps.
8. Configure SFTP Users (Optional)
Instead of email, you can use SFTP to save reports for users to download. Click +New, search for the SFTP user by name, and the report will be saved for them to access.
9. Save the Scheduled Report
Once you are happy with all your settings, click Save. Your report will now run automatically at the scheduled time and date.
FAQs
How do I schedule a report?
Log in to Clarus WMS, go to My Scheduled Reports, and click +Add a Scheduled Report. Complete the settings, choose a report, and save.
Can I run reports on specific days?
Yes, in the General Settings section, you can select the specific days of the week for the report to run.
Can I send reports to multiple recipients?
Yes, you can add multiple recipients by clicking +New in the Email Settings and entering each recipient's details.
What if I want to customise reports for a specific account or warehouse?
You can add variables to your reports by selecting a parameter (e.g., account_id) and providing the corresponding value (e.g., the account ID number).
Can I deliver reports via SFTP instead of email?
Yes, you can use the SFTP Users section to save reports for users to download instead of sending them via email.
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