Automated Report Emails

Automated Report Emails make it easy to schedule reports to be delivered automatically to your inbox or selected recipients at the times you choose. Instead of manually running the same reports each day or week, this feature helps ensure important business data is sent consistently and on time. With customizable report options, date ranges, formats, and recipients, it provides a flexible way to stay informed and keep your team aligned.

To enable the options, click on Manage, Automated Report Emails.

Click Add

Settings explained

Report

Choose the report to be automatically emailed.  You can scroll through the options or type/search.

Choose Options

Click Select Options to set what data to be included on the automated report email.

Quick Tip

For example, if you want the summary Sales report for Groom items, click on Summary and choose Categories to choose all the groom options.

Title

This will be included in the automated email and on the report itself.

This will also differentiate between the same report being run with different options.  For example, you have the Sales Report for Boarding, for Grooming, for Retail items, etc.

Date Range

This is the date range of the data being added to the report.  For example, if you choose Today for the Sales report, it will only include invoices created on today’s date.

If you choose previous week, it will include all invoices created for the date range of last week.

Send On

Choose when the report is to be automatically emailed.

Send At

Choose the time the report is to be automatically emailed.

To

You can have the report automatically emailed to multiple email addresses.

PDF and Excel

You can have the report emailed in PDF or Excel format, or both.

You can send a test by clicking on the arrow icon.

Feature Benefits

• Saves time by eliminating the need to manually run the same reports repeatedly.
• Ensures important business data is delivered consistently and on schedule.
• Helps teams stay informed with automatic access to sales, commission, and performance reports.
• Reduces the risk of reports being forgotten or missed during busy days.
• Makes it easier to monitor trends and performance over time.
• Supports better decision-making by putting key data directly in your inbox.
• Allows customization so each report shows only the information you need.
• Keeps reporting running even when staff are unavailable, out of office, or on vacation.