Email yourself a daily sales summary

A scheduled report lands in your inbox before you start work, so the first thing you see is yesterday's numbers rather than a login screen.

1. Open Reports and run Sales Summary.
2. Set the date range to the period you want each mail to cover — Yesterday, or Last 7 days for a rolling view.
3. Click Save, name it Daily sales, and save the settings.
4. Go to Schedules and click New.
5. Name the schedule, pick Sales Summary as the report and Daily sales as the saved setting.
6. Choose Excel, frequency Daily, and a time shortly before you start work.
7. Enable Email, enter the recipients, and click Create schedule.
8. Click Run now once to confirm the mail arrives.

Add your accountant or a shared inbox as a second recipient — there is no limit on addresses.

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