Scheduled Reports

  • Updated

Scheduled reports allow administrators and authorized users, to automate the extraction of data from Unimarket. Instead of running reports manually, you can configure the system to deliver specific datasets to your inbox or a secure server on a recurring basis.

 

Prerequisites

To create or manage scheduled reports, your user profile must have at least one of the following roles:

  • Community Administrator
  • Create Invoices
  • View Transactions

 

Creating a Scheduled Report

  1. Navigate to the Insights module > Schedules.
  2. Click More Actions in the top right and select +Schedule Report.

 

  1. In the pop-up box, select Reports and complete all fields marked with a red asterisk.

 

Field Reference & Configuration

Field Description
Schedule Name A descriptive name for the reporting cycle (e.g., "Weekly Spend Audit").
Report Type Select the template to be used (e.g., Order Report, GRNI).
Predefined Period Choose a rolling window of data (see "Predefined Logic" below).
Duration / Period If not using a Predefined Period, specify the exact amount of historical data to include (e.g., "Last 2 Weeks").
Days Select the specific day(s) of the week the report should run.
Run Time The time of day the export triggers. Use the + icon to add multiple times per day.
Recipients Email addresses that should receive a notification/link when the report is ready.
Endpoint Choose between standard delivery or a secure sFTP endpoint for automated server ingestion.

 

Predefined Period Logic

If you use a Predefined Period, the report will automatically generate on the 1st day of the month using the following logic:

  • Last Month: Generates data for the previous full calendar month (e.g., on Oct 1st, it pulls Sept 1st–30th).
  • Last 3 Months: Generates data for the previous quarter.
  • Last 6 Months: Generates data for the previous half-year.

NOTE:

Current Limitation: The scheduler currently runs based on selected days of the week. Specific "Month-End" or "Last Day of Month" triggers are not yet available.

 

Customizing Filenames (Variables)

You can use variable placeholders to ensure every generated file has a unique, identifiable name. This is especially useful when sending reports to an sFTP folder.

 

Available Variables

  • ${scheduleName}: Inserts the name you gave the schedule.
  • ${runDate(PATTERN)}: Inserts the date the report was generated. You must replace "PATTERN" with a date format.

 

Pattern Examples

  • MM-dd-yyyy_HH_mm_ss → 06-01-2025_08_00_00
  • yyyy-MMM-dd → 2025-Jun-01

 

Example Template:

Monthly_Orders_${scheduleName}_${runDate(yyyy-MM-dd)}

Result: Monthly_Orders_MarketingSpend_2025-06-01.csv

 

Delivery Methods

  • Email: Recipients receive a notification with a link to download the report from the Insights module.
  • sFTP: The report is securely pushed to a folder on your institution's server. This is the preferred method for automated integrations into your ERP or Data Warehouse.
  • Note: To update your list of available Endpoints, contact Unimarket Support at support@unimarket.com.

 

Managing Existing Schedules

  • To edit or pause a schedule, go to Insights > Schedules.
  • Use the Actions menu next to a schedule to Edit, Disable, or Run Now (to test the configuration immediately).

 

What's Next/Related

  • You can also watch a short video on how to create a scheduled report: