Google Integration
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      Report Export to Google Sheets Based on Schedule

      Advantages of Scheduling a Report to Google Sheets

      • You will have automated report generation on a daily/weekly/monthly/quarterly basis.
      • No need to log in to Precoro, filter, and export your reports.

      How to Configure a Report Export

      1. Connect your Google account

      Open the Profile Settings → click on the Google Sheet tab → press Sign in with Google.

      2. Create a saved filter for the report and then create a schedule

      1. Open the report page, add the necessary filters, and click on Save filter.

      Please note: Do not use the date filter when saving it. You will have a schedule based on delivery/create/issue/payment dates.


      2. Click on Schedule report and fill out the form.

      You can schedule any report on a quarterly, monthly, weekly, or daily basis. 

      On all Precoro domains, reports will be automatically generated at 2:55 UTC.

      The time zone settings in your company do not affect this default setting.

      You can also share the reports with your colleagues just by putting their emails into the Share report with field. To share the report with several people, list their email addresses separated by commas.

      Everyone who is entered in the Share report with will automatically be granted access to the table with editing rights.

      Each time you share a table, an email will be sent to the user with whom you shared it, notifying them that they have been granted access to it:

      At the same time, the author of the report will also receive a notification letter by mail: