Reports and metrics
Send a link to the full orders Excel every month
On the 1st, generates the full Excel of orders and sends a temporary link to the accountant. It includes all orders, not just those of the previous month. Set the recipients before activating.
At a glance
Link to this section: At a glance| Property | Value |
|---|---|
| Category | Reports and metrics |
| Starts with | Scheduled |
| Steps | 2 |
The template builds these steps; open each one to see how it is configured.
| # | Step | Description | Branch |
|---|---|---|---|
| 1 | Export orders (Excel) | Generate the full orders Excel | |
| 2 | Send email from Filmo | Send the link to the accountant |
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