Preview, send now, and history

The Preview tab

Purchase Order Reports and View Reports have a Preview tab. It renders the email body using sample data so you can validate the layout — which sections are included, how the headings read, whether the table columns look right — before activating.

The Report View Export and Multi-Location Report types have no Preview tab: they email a CSV attachment of exactly the rows and columns your saved view shows, so the view itself — plus, for Multi-Location Report, the header preview on its Layout tab — is the preview.

What Preview does NOT do

It does not pull your live shop data. The numbers, variants, and order IDs shown are placeholder samples.
It does not send anything to anyone.
It does not appear in the report’s History.

For real content and a real delivery, use Send now.

Send now

Send now sends the report immediately, with your live data, independent of the schedule. It’s available two ways: the button at the bottom of the report editor, and the Send now item in the row menu on the Scheduled reports list.

Click Send now. A confirmation dialog opens — “This sends a real email immediately, independent of the schedule.”
Narrow the recipients if you want. The report’s saved recipients are listed with checkboxes; untick anyone who shouldn’t get this particular send. A running count reads “Sending to 2 recipients”.
Add a one-off address in the Also send to field if you’d like a copy to go somewhere that isn’t on the report — a colleague, or yourself. It applies to this send only and isn’t saved to the report.
Click Send now to confirm.

Narrowing recipients here changes nothing permanent — the report’s saved recipient list and its schedule are untouched. A report with no saved recipients can still be sent this way by typing an address into Also send to.

This replaces the old workaround of setting a report to Daily a few minutes ahead just to see one real copy.

The History tab

Every report has a History tab — “The last runs of this report, scheduled and manual, with their delivery state.”

Column	What it shows
Executed at	When the run happened.
Source	Manual for a Send now, Schedule for a scheduled run.
Recipients	How many people it went to.
Status	The delivery state (below).
Error	What went wrong, when something did — including which addresses failed. Otherwise a dash.

Until a report has run at least once the tab reads “No runs yet.”

The Last sent column on the Scheduled reports list shows the same thing in miniature: how long ago the most recent run was and how it was delivered, or Never for a report that has never gone out.

Schedule state on the Scheduled reports list

Two more columns on that list tell you whether a report is actually going to run:

Status — the on/off switch plus a badge: Active, Inactive, or a Not scheduled warning. The warning means the report is switched on but isn’t on the schedule; open it and save to put it back on.
Time — the send time in the report’s own timezone, with a Next: date underneath showing when the next run is due. A disabled report shows a dash.

Saving a report always succeeds, even if arming its schedule doesn’t — you’ll see a message saying it was saved but couldn’t be scheduled, and the row shows Not scheduled until you save again. Changing a report’s cadence, time, or on/off state re-arms or cancels the schedule for you; there’s nothing to press.

What the delivery states mean

Status	Meaning
Pending	The run has started and the email hasn’t been handed over yet.
Sent	The email was accepted for delivery.
Delivered	The receiving mail server confirmed delivery. This is the one you want.
Bounced	The receiving server rejected it — usually a wrong or closed address. Fix or remove it in Settings → Recipients.
Failed	The run itself couldn’t complete, or at least one address errored. Check the Error column.