📬 Scheduled Report Deliveries for Assortment Reporting

What's new

You can now email Assortment Reporting on a schedule, or send it once on demand, from both the Reporting Gallery view and the Reporting Grid view.

What you can do

Schedule deliveries from the Reporting Gallery view
– Set up recurring email deliveries of the gallery as a PDF.
Send the gallery now
– Use the new SEND NOW button to email the gallery once, on demand, without creating a schedule.
Schedule deliveries from the Reporting Grid view
– Set up recurring email deliveries of the grid in PDF, CSV, or XLS.
Manage everything in one place
– All schedules show up under Settings → Scheduled Report Deliveries alongside your existing ones.

Why it helps

Get Assortment Reporting in front of merchants, leadership, and cross-functional partners who don't live in Toolio.
Pick the right format for the audience: PDF for a polished read, CSV or XLS for downstream analysis.
SEND NOW covers the "just email this to the team now" case without leaving a schedule behind to clean up.