You can now set up a reseller's License Report (Excel) to be sent automatically on a recurring schedule, instead of needing to run it manually in Vendor Portal when needed.
Who can use this
This feature is available to:
- Vendor users with Admin-level access
Vendor users with Sales or Read-only access do not have access to this feature.
Where to find it
- In Vendor Portal, go to the Vendors page.
- Find the reseller you want to set up, and select License report automation from the Actions menu for that row.
Setting up automatic sending
A settings window will open for the selected reseller.
- Turn on automation using the switch at the top ("Enable license report automation"). Until this is switched on, the rest of the settings are inactive.
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Choose a schedule. Pick one of three options:
- End of month — sends the report on the last day of each month.
- Invoicing cycle — sends the report on the 20th of each month, aligned with Nexetic's internal invoicing cycle so the figures match what's used for billing.
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Custom schedule — lets you set your own recurrence:
- Recurrence: Weekly, Monthly, or Quarterly
- Day of month for Monthly recurrence: any day from 1–31
- Preferred time: the time of day the report should go out (times are set in UTC)
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Add recipient emails. Enter one or more email addresses, separated by semicolons (e.g.
admin@example.com; reporting@nexetic.com). These addresses will automatically receive the report. - Select Save Settings.
Once saved, the reseller will start receiving their License Report as an Excel attachment automatically, according to the schedule you chose — no manual actions needed going forward.
Notes
- Recipient emails are required before automation can be turned on.
- You can return to these settings at any time to change the schedule, update recipients, or turn automation off.
- This does not affect reports that have already been sent manually — it only controls future, automatic sending.