In ConnectBooks, you can schedule P&L reports to be sent to your email. Follow these steps:
Go to Reports, then Sales, then Standard P&L Report. Click the paper plane icon at the top right.
1. Report Name
Enter a name for your report. This name helps you find your scheduled report easily.
2. Email Address
Enter the email address where you want to get the report.
3. Date Range
Pick the date range for your report data:
Yesterday
Last 7 days
"Last 14 Days"
"Month To Date"
"Last Month"
Your report will include data from the range you pick.
4. Delivery Frequency
Pick how often you want to get the report:
Daily
Weekly
"Bi-Weekly"
Monthly
ConnectBooks sends your report based on the frequency you pick.
5. Include Excel Attachment
Choose whether you also want the report broken down per item in an Excel sheet.
If you turn this on, an Excel sheet with all the item details is attached.
If you leave it off, you get total numbers only.
Click Save to schedule the report.
What data will be in the report?
When you click Save, the schedule copies all your current P&L settings, including the stores, Types, everything under Customize (like Display Items By, Group By, Transaction Date and Currency) and your columns. So set these on the P&L page first, then schedule the report.
Stores:
Your report is based on the stores you have selected on the P&L page.
Transaction Date:
Under Customize, then Transaction Date, pick Order Date, Shipped Date or Posted Date. This option shows only when order syncing is on for your account.
Display Items By:
Under Customize, "Display Items By" sets how each product is named in the Excel sheet. You can pick SKU, Item ID (ASIN/GTIN), Parent Asin, QuickBooks Item Name (only when a store tracks inventory) or ConnectStock Item (only when you use ConnectStock).
Types:
Control which types of transactions are included in your report, like orders or refunds. Pick them in the Type dropdown before you schedule the report.
Stop a scheduled report
To stop a scheduled report, click the paper plane icon, click View all scheduled reports, then click the trash icon next to it. The View all scheduled reports link shows only when you have at least 1 schedule.
Frequently asked questions
How do I change which stores are in my scheduled report?
You can't edit a schedule. Delete the old one with the trash icon, select the stores you want on the P&L page, then schedule the report again.
Can I get item details, not just totals?
Yes. Turn on Include Excel Attachment. You then get an Excel sheet with each item broken down.
How do I stop getting a report?
Click the paper plane icon, click View all scheduled reports, then click the trash icon next to the report.
Why don't I see Shipped Date as an option?
Transaction Date under Customize shows only when order syncing is on for your account.