# Use-Case Scenarios

Choose the example that matches your need, then follow the steps to set up the right report.

### [Daily Sales Summary Emailed at 6 AM](#daily-sales-summary-emailed-at-6-am)

**When to use:** You want yesterday’s totals delivered automatically each morning.\
**Report Type:** Periodic Report\
**How to configure:**

{% stepper %}
{% step %}
**Open Periodic Report Config**

Admin Panel → Report > Periodic Report Config → Add New
{% endstep %}

{% step %}
**Define Schedule & Cut-Off**

Set Report Generation Start Date = today’s date, Period = Daily, Cut-off Time = 23:59
{% endstep %}

{% step %}
**Enable Email Delivery**

Enable **Send Transaction Report by Email**, enter your address, click **Save**
{% endstep %}
{% endstepper %}

***

### [One-Off Export of Paid Transactions via SFTP](#one-off-export-of-paid-transactions-via-sftp)

**When to use:** You need to securely export paid transactions from the past 24 hours using SFTP.\
**Report Type:** Flexible Report\
**How to configure:**

{% stepper %}
{% step %}
**Open Flexible Report Config**

Admin Panel → Report > Flexible Report Config → Add Config
{% endstep %}

{% step %}
**Activate & Set Cut-Off + Date Filters**

Check **Is Active**, specify **Cut-off Time** (this defines the 24-hour reporting window).
{% endstep %}

{% step %}
**Configure SFTP Delivery**

Enable **Send Transaction Report by SFTP**, enter host/path/credentials, click **Save**
{% endstep %}
{% endstepper %}

***

### [Immediate XLSX Export of Today’s E-Commerce Transactions](#immediate-xlsx-export-of-todays-e-commerce-transactions)

**When to use:** You need a quick, manual download right now.\
**Report Type:** Dashboard Report\
**How to configure:**

{% stepper %}
{% step %}
**Navigate to Export Transactions**

Dashboard → Plug-in section → Transactions → set today’s filters → **Export Transactions**
{% endstep %}

{% step %}
**Select Fields & Format**

Choose desired fields and **XLSX** format
{% endstep %}

{% step %}
**Execute Export & Download**

Click **Export**, then download your file from **Generated Reports**
{% endstep %}
{% endstepper %}

***

### [Weekly Voided-Transaction Summary Every Monday](#weekly-voided-transaction-summary-every-monday)

**When to use:** You want a routine overview of voids at the start of each week.\
**Report Type:** Periodic Report\
**How to configure:**

{% stepper %}
{% step %}
**Open Periodic Report Config**

Admin Panel → Report > Periodic Report Config → Add New
{% endstep %}

{% step %}
**Define Weekly Schedule & Cut-Off**

Set **Period** = Weekly (starting Monday), specify **Cut-off Time**, check **Is Active**
{% endstep %}

{% step %}
**Add Voided Amount Header**

In **Fields**, add **voided\_amount** header, click **Save**
{% endstep %}
{% endstepper %}
