Report Settings

Troubleshooting steps: (1) Check spam/junk folder - automated reports may be flagged. Add noreply@pharmasync.co.ke to contacts, (2) Verify recipient email addresses are correct in Report Settings, (3) Ensure 'Auto-email reports' toggle is enabled, (4) Check report generation time hasn't passed yet today/this week/this month, (5) Verify report type toggle is enabled (main switch for Sales Reports, Inventory Reports, etc.), (6) Check your email server isn't blocking PharmaSync emails (common with corporate email servers). Test by manually generating a report to see if email delivery works.

Yes, each report type has configurable parameters in Report Settings. For example, sales reports allow you to: Include/exclude product breakdowns, Show/hide payment method splits, Include/exclude cashier performance, Set comparison periods (previous day, week, month). Inventory reports let you: Set low stock thresholds, Include/exclude stock valuation, Configure expiry alert days, Show/hide dead stock analysis. Adjust these parameters to focus on metrics most relevant to your business. For major customization beyond provided parameters, contact support for custom report development.

Currently, a single format is selected per report type for all recipients. Workarounds: (1) Create two automation rules - one for PDF, one for XLSX (manually configure this twice), (2) Send one format (e.g., PDF) automatically and manually export alternative format for specific recipients, (3) Educate recipients on converting between formats (most PDF readers can export to Excel). For advanced multi-format distribution, contact support for custom configuration.

Yes, automated reports pull historical data based on the report period: Daily reports - Include previous 24 hours from generation time, Weekly reports - Include previous 7 days (or calendar week), Monthly reports - Include entire previous month. As long as data exists in PharmaSync, reports will include it regardless of when automation was enabled. For example, if you enable monthly sales reports in June, the July 1st report will include all of June's sales even though automation wasn't active then.

Reduce report frequency and consolidate: (1) Change daily reports to weekly for less time-sensitive metrics (e.g., inventory instead of sales), (2) Reduce number of report types - only enable what you actively use, (3) Consolidate recipients - send to a shared email (manager@pharmacy.com) instead of individual addresses, have one person distribute summaries, (4) Change to less frequent schedules (weekly → monthly for some reports), (5) Use PharmaSync dashboard instead of emailed reports for real-time data. Start minimal and add reports as needed rather than enabling everything upfront.

If automated report generation fails: (1) You'll receive an error notification via email and push notification (if enabled in Notification Settings), (2) The error includes reason (e.g., 'No data available for period', 'Email delivery failed', 'System error'), (3) Failed reports are logged in Report Settings page under 'Recent Generation History', (4) System automatically retries once after 30 minutes, (5) If retry fails, you can manually trigger report generation from the Reports dashboard. Common causes: Temporary email delivery issues, No sales/data during the period, System maintenance windows. Contact support if failures persist.