This guide shows how to set up automated email delivery for any custom SQL report so recipients get regular copies without manual exporting. Follow it to save time and ensure consistent, timely report distribution.
1. Navigate to manage.acadiapos.com for Retail or rfsm.acadiapos.com for Restaurant and click Reports in the sidebar menu.
2. Click “SQL reports”
3. Find the report, click “Email”
4. Enter one or more email recipients separated by commas
5. Enable Daily Email, Weekly Email, or both
6. Click “Save Email Schedule”.
- Daily schedules can send Yesterday or Today.
- Weekly schedules can send Previous 7 days or Current week to date.
Recipients Receive:
- Scheduled emails include CSV and PDF report attachments.
- Use the saved fields to make sure recipients get the filters they need, such as date, location, employee. category, or product.
