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Task Centre standard report creation for a new customer

I need a new report in Task Centre for a customer.

Emma Kelly avatar
Written by Emma Kelly
Updated over 2 weeks ago

Overview:

Tasks created in Task Centre can be great for sending out reports from Pre-Receipts to Physical Stock reports. You can have them sent on a certain day or even a certain time, and it doesn't have to be daily. Some customers need them weekly, and to whoever needs to receive them.


How do I get them created?

If you need a Task Centre report to be created, please reach out to us on the support team and provide the following information, which will help us create this for you as quickly as we can:

  1. The report(s) you need setting up

  2. Customer Code

  3. Email addresses of who to send it to

  4. What time and how often you would like it to be sent (e.g. Daily at 6pm)

Once we have this, we will review your request and come back to you as soon as possible.

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