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Automate Monthly Summary Reports

Learn how to enable automated monthly summary reports in CleanCloud, providing insights on revenue, orders, and customer metrics.

Rafael avatar
Written by Rafael
Updated over a week ago

CleanCloud streamlines your monthly reporting by automatically sending a detailed summary of key metrics to your admin email.

🚀 Advanced Reporting for Grow and Grow+ Customers

Grow and Grow+ customers can unlock enhanced reporting capabilities with CleanCloud's Report Export Scheduler. Automate detailed reports and email them directly to your team for streamlined operations.


How to Activate

  1. Go to Settings → Admin → Notifications → General Settings.

  2. Toggle on “Send Monthly Summary Report” to enable the feature.

📌 Note: The report is sent exclusively to the primary admin email address.


What's Included

The monthly summary provides insights on:

  • Paid Orders

  • Revenue

  • Unique Customers: Existing customers placing an order.

  • New Customers: New customers placing their first order.


Report Breakdown

Your admin email will include a detailed breakdown of metrics, such as:

  • Date

  • Number of Orders

  • Orders Revenue

  • Number of Invoices

  • Invoices Revenue

  • Total Revenue



🛟 Need more help?

Explore our Help Center articles for answers. Contact us for further assistance.

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