Schedule a report by email

The reports you check regularly don’t have to be pulled by hand. Klovio can email them on a schedule.

Schedule a report

1. Open the report you want in Reports.
2. Apply the filters you want it run with — warehouse, category, date window.
3. Choose Schedule.
4. Set the frequency (daily, weekly, monthly) and the recipients.
5. Save.

Klovio then runs that report on schedule and emails it out — typically as a CSV attachment.

Good things to schedule

• A weekly low-stock list to whoever does the buying
• A monthly on-hand valuation to accounting
• A weekly throughput summary to the operations manager

Keep schedules tidy

Schedule the few reports people genuinely act on. A weekly email nobody opens is just noise — and makes the useful ones easier to miss.

Manual export still works

For a one-off, just filter a view and export to CSV. Scheduling is for the reports you’d otherwise pull again and again.

Tip: schedule the low-stock report to land first thing Monday. Your buyer starts the week with the reorder list already in their inbox.