We often get questions about Report Toaster Scheduled Reports where users are running into issues with the schedule.
Note - You must be on a paid plan of Report Toaster to have access to Scheduled Reports.
For more information on creating Scheduled Reports, you may want to check out our main guide here.
Below then are some quick tips for troubleshooting Scheduled Reports.
Create a Scheduled Report from a Saved My Report
In other words, be sure to save the report you're working on to My Reports and then create the Scheduled Report from the 3-dot dropdown next to the report itself. This will ensure that the Scheduled Report will automatically have the correct settings from the report you saved (e.g. the date range, sort, filters etc) and will automatically update for the next scheduled report if you make any further changes (providing you save the report again).
Do NOT create the Scheduled Report from the main Scheduled Reports menu, otherwise you will be prompted to enter a View like so:
By following the method (above) the View will populate automatically, saving you a lot of trouble. Trust us - save the report to your My Reports, then create the Scheduled Report from the dropdown :)
Check Start at, Next Run, Last Run and End At Dates/Times
After setting up a Scheduled Report, be sure to check that the date range you have set for the Next Run is a time in the future.
If you just setup a Scheduled Report, the start at and next run fields should be the same:
Once this time has passed, be sure to refresh the app. You should now see that date in the Last Run field, and now the Next Run field will show the time it is next due to send. This means the report was sent successfully.
Note - If you set an 'End at' date on a Scheduled Report, it will stop running after this date.
It goes without saying then - if you believe you are missing a report, check that an End at date wasn't set prior to the date of expected delivery.
Normally Report Toaster uses the same Timezone for your store, so for most users this isn't a problem.
However, for users setting up a Scheduled Report when running Multistore and operating stores across several timezones, be sure to check that the Start at and Next run times are in the future for all of your stores.
Also, make sure that both the date range of the report and the interval the Scheduled Report is using align correctly with the appropriate local time for the store in question.
After a report has run successfully, you can find it in the History tab. This keeps an audit trail of all your previously sent Scheduled Reports, so if you can't find a particular report (or simply want to download it again), this is the best place to go.
A report appearing in History (after the allotted time) means it has been sent correctly - so you can use this to check whether or not a report sent as expected.
Check Skip Empty Reports
This is an option you can select when setting up a Scheduled Report. When checked, this means that the Scheduler will not run if there is no data to show.
For example - suppose I set up a Scheduled Report to run daily that shows all orders tagged VIP. If no order was tagged VIP that day, there would be no data to show - and so the Scheduled Report would not run.
Often this is quite a useful feature to have if you are setting up a report to essentially run as an alert (e.g. Out of Stock Products, scheduled to run Daily)
If a report has been skipped, you can see this reflected in the History tab (see screenshot above). If the Status says "No data, skipping delivery" this means the Scheduled Report did not send because there was nothing to show.
Compare Intervals with the Date Range on the saved report
Most of the time, you want the Interval on the Scheduled Report to match the date range on the report itself.
For example, if you set the Scheduled Report to run every 1 week, then you probably want the Saved My Report to run for Last 7 days (the prior 7 day period), Week to Date (if Scheduled for late at the end of the week) or Last week (if Scheduled for the beginning of the Week).
Often, users will change the date range on the report and forget to save
the changes, or forget to update the interval on the Scheduler. So it's a good idea to refresh your browser after making changes (to be sure you saved them correctly) and check that the date range on the report fits with the interval you have selected for the Scheduler.
If some of your recipients received the report but others didn't, this is often a good place to start checking. If your Scheduled Report is setup to have recipients you should see them appear here:
By clicking on the Recipients tab at the top, you can then check the contact details for each recipient to check they are correct.
This is a great way to spot typos or amend the details if a recipient's contact info has changed:
Remember, you can setup Scheduled Reports to run without Recipients. This is useful if you want to create a log of something over time without necessarily sending somebody an email every time.
Check your Junk Inbox/Spam Settings
We can't stress this enough:
This is the #1 cause of issues with Scheduled Reports
I.e. the Scheduled Report was sent, but it gets caught in a spam filter (or other company firewall setting) and ends up in the junk inbox.
If you can see the Scheduled Report did in fact send (see Last Run Date and History, above) but you haven't received the email, then this is almost always the cause.
An easy way to test this is to setup another Scheduled Report to run 2 minutes from now, choose a different email as the recipient, and check it's coming through. If you do receive the email, then you know the service is working correctly.
We Are Here to Help!
If you are still experiencing issues with Scheduled Reports or would like our help with setting them up, then by all means let us know.Get in touch using the live chat in the app or via firstname.lastname@example.org and let us help troubleshoot.