You can now receive automated weekly updates about your onboarding connections. These reports include progress summaries, task completions, and upcoming go-live dates.

How to Set Up Reports

1. Go to your 'Connections' page

2. Click the 'Configure Onboarding Reports' button (bell icon)

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3. Choose how you want to receive reports:

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For Brands

• Email reports only

• Select team members to receive the report

• Optional: Add CC recipients

For 3PL Warehouses

• Email reports

• Slack notifications (if connected)

• Or both email and Slack

What's Included in Reports

Connections Going Live Soon

• Connections with go-live dates within 2 weeks

• Number of remaining tasks

• Summary of this week's progress

• Recent comments and updates

Managing Your Settings

Updating Recipients

1. Click Configure Onboarding Reports again

2. Add or remove team members from the email lists

3. Click Save Configuration

Turning Off Reports

1. Open the configuration dialog

2. Click Delete Configuration

3. Confirm the deletion