FEATURE: SCHEDULED REPORTS
Inventory reports that email themselves
Managers want the numbers without opening another app. Capsultory emails a PDF report on the schedule you choose, through your own email settings, with the sections that matter to each team.
What you get
Daily, weekly or monthly
Pick the day and time. Monthly reports cover the month before.
Pick the sections
Assets by location, loans, warranty, low stock, activity, lifecycle, subscriptions and retail stock.
Retail digest
Stock and value by store, items at reorder point, open pick lists and open jobs.
Your company and logo
Reports carry your company name and logo.
Your own email
Sent through your SMTP settings to as many recipients as you list.
Activity export
Export filtered activity history as CSV or PDF any time.
How it works
Set up email
Admins enter SMTP settings once.
Open Scheduled reports
In Customize, choose how often and when.
Add recipients
List the people who get it.
Pick sections
Tick what to include, then Save or Send now.
A practical guide
Who wants what
Finance wants subscriptions and refresh budget. Store managers want stock and low stock. Auditors want activity. Send each group the sections they read.
Weekly is usually enough
Daily reports get ignored. A Monday morning report gets read.
Pricing
Common questions
Which PC sends it?
Whichever Capsultory PC is open when the report is due.
What if the PC was off?
It sends the next time Capsultory opens after the due time.
Can I send one now?
Yes. Press Send now to email the report immediately.
Related
TRY IT ON YOUR OWN DATA
Fourteen days, no card.
Download the Windows app, import your list and see if it fits. Your inventory stays on your own computer the whole time.
Download the free trial →