This guide shows how to quickly open a saved custom SQL report, apply precise filters (dates, times, locations, employees), run it, and email the filtered results to recipients.
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. Open the saved report by clicking “Open”.
4. Set filters for the report
- Set its dates or month, locations, employees, and other available filters.
- Use Start Time and End Time when the report offers them.
Click “Run” to run the report and review.
5. Enter Email recipients, separated by commas, and click “Email Report”.
6. Manual emails use the current report filters. Use “Clear Filters” to reset the form before a different review.
Tips:
- The location and employee lists include search fields so you can find entries in longer lists.
- Report downloads use the saved report name.
