Help: Installation or Setup

Emailing reports

Many of the reports generated in Instore are used by an accountant or a third party who does not have access to your account. Instead of having to export first, then email as an attachment, Instore can directly email a report for you.

  1. To email reports, from the Sales tab in Office, click on any of the data boxes to expand the box.
  2. Within the expanded box, click Email and input the email address of the recipient.
  3. Your data will be emailed as a .csv file which can be opened in Excel or other spreadsheet program.
  4. Instore also offers several pre-canned reports that can be exported by clicking the Email button below the hourly sales graph.