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Configuring & Scheduling Reports

Every report in Synplex can be customized to fit your workflow. Set it and forget it—reports generate automatically on your schedule.

What You Can Configure​

Any report can be customized:

Frequency
├─ Daily (every day at the same time)
├─ Weekly (specific day, e.g., every Monday)
├─ Monthly (specific date, e.g., 1st of month)
└─ Manual only (you generate when you want)

Schedule time
├─ What time? (e.g., 7:00 AM)
└─ What day? (if weekly or monthly)

Period (for some reports like Stockout Risk)
├─ How far ahead to look?
├─ Options: 7, 30, 60, or 90 days
└─ Example: "Next 30 days" for Stockout Risk

Email notifications
├─ Receive it automatically? (On/Off)
├─ Goes to your logged-in email by default
└─ Optional: Add custom recipients

Step-by-Step: Configure a Report​

Step 1: Go to Reports Tab​

  1. Open Synplex
  2. Click Reports tab

You'll see all available reports. Each shows:

  • Name (e.g., "Stockout Risk")
  • Next scheduled run
  • Frequency
  • Status (Active/Inactive)

Step 2: Select Report to Configure​

Click the report name (e.g., "Stockout Risk Alert").

The report details page opens. You'll see the latest snapshot and options.

Step 3: Click "Edit" or "Configure"​

Look for an Edit icon (pencil) or Configure button in the top right.

This opens the Report Configuration panel.

Step 4: Set Frequency​

Choose how often this report runs:

Daily: ✓ Generate every day
Weekly: ✓ Generate every Monday (or your chosen day)
Monthly: ✓ Generate on 1st (or your chosen date)
Manual: ✓ Only when you click "Generate Report"

Example: For Stockout Risk, most teams use Weekly (Monday morning).

Step 5: Set Schedule Time​

Specify the time the report should generate:

Time: 07:00 (7:00 AM)
Day (if weekly): Monday
Date (if monthly): 1st of month

Example: "Every Monday at 7:00 AM"

This ensures the report is ready when you wake up.

Step 6: Set Period (If Applicable)​

Some reports have a Period parameter—how far ahead or back to look.

Stockout Risk: Choose your window:

7 days: Products running out in next week (urgent)
30 days: Products running out in next month (plan ahead)
60 days: Products running out in 2 months (long-term view)
90 days: Products running out in 3 months (early warning)

Example: For weekly planning meetings, use 30 days.

Step 7: Enable Email Notifications​

Decide if you want the report emailed to you:

Email notifications: ☑ ON
├─ Goes to your logged-in email automatically
└─ Check when you see it in your inbox

Optional: Add other email recipients (separated by comma).

Recipients: you@company.com, buyer@company.com, finance@company.com

Step 8: Save​

Click Save or Update Configuration.

The settings are now locked in. The report will generate on your schedule.

Example Walkthrough: Set Up Stockout Risk​

Goal: Every Monday at 7 AM, get a Stockout Risk report for the next 30 days.

Step 1: Go to Reports → Stockout Risk
Step 2: Click Edit
Step 3: Frequency: Weekly
Step 4: Time: 07:00, Day: Monday
Step 5: Period: 30 days
Step 6: Email: ON (goes to your inbox)
Step 7: Save

Result:
└─ Every Monday 7 AM, new Stockout Risk (30 days) generates
└─ Email arrives in your inbox with snapshot
└─ Click link to view or export

Practical Tips​

Tip 1: Stagger Reports​

If you have many reports, spread them out:

Monday 7:00 AM: Stockout Risk (weekly replenishment planning)
Wednesday 9:00 AM: Dead Stock (overstock clearance)
Friday 5:00 PM: Inventory Health (end-of-week finance check)

This prevents report overload and matches your workflow rhythm.

Tip 2: Email vs. Login​

With email notifications:

  • Report arrives in inbox → you don't have to remember to check
  • Good for: Weekly/monthly reports (summary-level)

Manual/on-demand:

  • You generate only when needed
  • Good for: Emergency checks (e.g., "Is this product still at risk?")

Best practice: Combine both. Schedule summary reports, generate urgent ones as needed.

Tip 3: Change Anytime​

Don't like your settings? No problem.

Step 1: Go back to Reports tab
Step 2: Click the report name
Step 3: Edit
Step 4: Change frequency, time, period, etc.
Step 5: Save

Next scheduled run uses new settings.

Tip 4: Use Periods Strategically​

Different periods serve different needs:

Daily standup (informal): 7-day Stockout Risk
Weekly planning meeting: 30-day Stockout Risk
Monthly board review: 90-day Stockout Risk + Inventory Health

Example: Three-Report Weekly Routine​

Monday 7:00 AM: Stockout Risk (30 days)
└─ "What do we need to buy this week?"

Wednesday 2:00 PM: Dead Stock (90 days)
└─ "What should we clear or discontinue?"

Friday 4:00 PM: Inventory Health
└─ "What's our total inventory value? Any concerns?"

You get 3 snapshots, perfectly staggered.