Automation
Automation reports provide insights into the scheduled workflows and actions within your online store. These reports help you monitor the execution of automated processes, track their status, and ensure that your automation rules are functioning as intended. This section consists of two reports:
Scheduled Date Based Workflow Rules
This report displays all workflow rules that are triggered based on specific dates. It helps you monitor date-based automation workflows, track their execution status, and manage scheduled automation within your store.
Here’s how you can view this report:
- Click Reports on the left sidebar.
- Select Scheduled Date Based Workflow Rules under Automation.
| Fields | Description |
|---|---|
| Execution Date | Date on which the workflow rule was scheduled or executed. |
| Time | Time at which the workflow rule was scheduled or executed. |
| Workflow | Name of the workflow rule configured in the system. |
| Record Name | Record or entity associated with the workflow execution. |
Use this report to ensure date-based workflows are executing as expected and monitor upcoming scheduled actions.
Scheduled Time Based Workflow Actions
This report tracks all workflow actions that are scheduled to execute at specific times. It helps you monitor time-based automation, review scheduled action details, and ensure timely execution of automated tasks.
Here’s how you can view this report:
- Click Reports on the left sidebar.
- Select Scheduled Time Based Workflow Actions under Automation.
| Fields | Description |
|---|---|
| Execution Date | Date on which the scheduled action was executed. |
| Time | Time at which the scheduled action was executed. |
| Action Type | Type of action performed by the workflow. |
| Action Name | Name of the scheduled action. |
| Workflow | Name of the workflow containing the scheduled action. |
| Record Name | Record or entity associated with the workflow action. |
Use this report to track the status of all time-based workflow actions and troubleshoot any failed scheduled tasks.