The Sales by Vendor report can be configured to automatically send email reports to designated recipients. You have the option to: 

• Send a comprehensive report containing data for all vendors.
• Send individual reports, each focusing on a specific vendor’s performance.

Configure automatic Sales by Vendor report preferences

To send Sales by Vendor reports automatically to registered email addresses periodically, follow the steps below:

1. Log in to the Merchant Portal.
2. On the left panel, click on Report Settings.
3. Select Custom ReportSales by Vendor.
4. Turn on Enable.
5. Set your restaurant's End of Business Time.
   

Send report of all vendors

1. To schedule sending the Sales by Vendor report that's inclusive of all vendors’ sales automatically, enable your preferred reporting scheme :
   • Enable Daily Report: Sends a daily report of the vendor’s sales data for the day. If you select this option, click on the Trigger drop-down list and select when the report will be generated.
     
   • Enable Monthly Report: Sends a monthly report of the vendor’s sales data for the month.
2. To exclude deleted vendor data from reports, turn on Exclude Deleted Vendors.
3. Next to "Email List," enter the email address of the intended recipients. Then, select the language in which the email report will be sent. Click on + Add Email to add more recipients.
   Note: Email addresses added here will receive Sales by Vendor reports of all included vendors.
4. At the top right, click on Save.

Send report of individual vendors

1. To send vendor-specific Sales by Vendor email reports, under “Vendor List,” click on Edit  next to the vendor.
2. Turn on Enable. Then, enable the applicable reporting schemes:
   
   • Enable Daily Report: Sends a daily report of the vendor’s sales data for the day.
   • Enable Monthly Report: Sends a monthly report of the vendor’s sales data for the month.
3. Next to “Email List,” enter the email addresses of the intended recipients. Then, select the language in which the email report will be sent. Click on + Add Email to add more recipients.
4. At the lower right, click on Save. Then, at the top right, click on Save once again.