Automated Reporting - Automatically send sales report to your vendors

This article demonstrates how you can automatically send sales reports to your vendors.

Article Content

1. Requirements
2. How to activate automated reporting for a vendor
3. How to activate automated reporting for a vendor (video recording)

Requirements

Requires a vendor to have at least one user login account associated with it (Guide: How to create a user login)

How to activate automated reporting for a vendor

1. Go to Settings
2. Then go to Automated Reports
3. Select a Vendor (Only vendors with at least one associated email attached can be selected).
4. Choose a sending period/schedule
5. Click on Create button for PuppetVendors to start sending reports automatically.

How to activate automated reporting for a vendor (video recording)

For easy reference, please watch this video:

Updated on: 24/09/2025