How to Set Up Automated (Scheduled) Reports

The Kase App allows you to schedule automated reports to be sent directly to you or your team members on a recurring basis.  This is the only place in the app where ASN Detail Reports can be generated, making Automations essential for ASN reporting. 

Automated reports can be sent daily, weekly, monthly or yearly and delivered by email to approved users. 

Accessing Automated Reports 

1. Log into the Kase App 
2. From the left-hand menu, select Automations
3. Click the Create Schedule tab

This will open the recurring report setup page. 

Step 1: Configure the Report Schedule 

Choose how often you want the report to be sent: 

• Daily 
• Weekly
• Monthly
• Yearly

You will then: 

• Enter how often the report should repeat (for example, every 1 day, every 2 weeks, etc.)

• Select an End Recurrence options: 
  • Never – report runs indefinitely
  • Stop After (Date) - ends on a specific date
  • Stop After __ Intervals – ends after a set number or runs

Step 2: Select the Report Type (Report Details) 

Under Report Details, select the report category you want to automate. 

Available Report Categories

• ASN Detail Report (only available via Automations) 
• Inventory report 
• Inventory Snapshot
• Order Detail Report 
• Shipment Detail Report 

Important: ASN Detail Reports are not available anywhere else in the Kase app and must be generated through the Automation page. 

Step 3: Chose the Date Range

Select the date range the report should cover from the dropdown menu. 

Available options include: 

• Today
• Yesterday
• Last 24 Hours
• Last 7 Days
• Month-to-Date (MTD)
• Quarter-to-Date (QTD)
• Year-to-Date (YTD)
• And additional rolling or historical ranges

Step 4: Add Email Recipients

Select the email recipients who should receive the report. 

Important requirements: 

• Recipients must have an active Kase App login
• Reports cannot be sent to external emails
• If a team member does not appear as an option, they will need to be added as a Kase App user before they can receive automated reports

Step 5: Schedule the Report 

Once all required fields are completed: 

1. Review your schedule and report settings
2. Click Schedule Recurring Report 

The report will now appear under the Scheduled Reports section. 

Managing Scheduled Reports 

From the Scheduled Reports section, you can: 

• Keep the automation active
• Deactivate the scheduled report
• Delete the automation entirely 

Changes take effect immediately and can be updated at any time. 

Summary

Automated reports allow you to: 

• Deliver reports directly to your team on a recurring schedule
• Eliminate manual exports
• Access ASN Detail Reports, which are only available through Automations

If you need help adding users or adjusting reports scheduled, please reach out to your Customer Support Representative.