Save View and Scheduled Tasks

Once you have the reports you want to see, you can “ Save View” and create “ Scheduled Tasks” to have your reports exported from Sellercloud automatically.

1. To create a “ Save View,” simply select the default and custom filters, set the columns you want on the report, click the green “ Save View” button, type in the “ Saved View” name, and click “ Save.”

2. Once the “ Saved View” has been created, you can click the blue “ Actions” button on the bottom right of the page and select “ Create Scheduled Task.”

3. This will open the “ Enter Task Details” page, where you can add the required details and create the “ Scheduled Task.”

4. You can “ Edit” your newly created Scheduled task by going into the Task’s detailed page in your Settings Module on the “ Manage Scheduled Tasks” page.

Learn more about managing Scheduled Tasks here.