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Showing articles from Emails tag

Inventory Email Dashboard

Inventory Email At the top of the report, you'll find several filters to customize your view: * Store Location : Select a specific location to analyze. To include all stores , set the filter prefix to "is not null" . * Category : Choose a product category to narrow your results, or leave blank to include all ca…

Data Download Email Report

DATA DOWNLOAD EMAIL The Data Download Email Report provides a detailed breakdown of your store’s performance, giving you the flexibility to filter, compare, and export key sales data. At the top of the report, you’ll find several filters to tailor your data view: * Email Date Select Choose the time frame you’…

Sales Email Dashboard

Sales Email The Sales Email Dashboard provides a comprehensive view of your sales performance across stores and time periods. Below is a breakdown of how to use the dashboard effectively, starting with the available filters and then walking through each section of the report. Dashboard Filters At the top of the re…

Modifying or Changing Scheduled Emails

Modifying or Changing Scheduled Emails In the menu on the left, navigate to the section labeled "My Reports". In that section click on the Scheduled Emails dashboard. Here you will find a list of all the scheduled emails you have.  **NOTE** You will only be able to see scheduled emails that YOU have set up. You…

Bridge - Scheduling Dashboards to be Emailed

With Bridge you can send and schedule regular emails to colleagues or vendors. Want to share your dashboards with your team or vendors? With Headset Retailer it's now easier than ever to send powerful, visual, or data-driven reports based on your dashboard settings. Configure your filters, pull the data you want …

Daily Summary Emails

Headset provides a Daily Summary email for each store location you have connected. This email arrives early each morning and provides a snapshot of the store's performance for the day prior.  The Daily Summary Emails will only go out to people who are users of the platform. If you have someone in upper management …

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