Certain reports in the Accounting module can be scheduled to send automatically to Inn-Flow users on a Daily, Weekly, Monthly, or Yearly basis. Reports that support auto-email display a blue Email link on the right side of the Reports page.
Setting Up a New Auto-Emailed Report
Navigate to Accounting > Reports.
Click the blue Email link to the right of the report you want to schedule.
Enter a Name for the report so recipients can easily identify it.
Select the Start Date — this is the first date the report will be sent.
Choose a Schedule frequency: Daily, Weekly, Monthly, or Yearly.
Select the Period for the report data.
IF PRO TIP: For Daily Activity reports, always select Prior Day of Run Date as the period. Daily Activity data is populated for the previous day, so this ensures the report contains completed data.
7. Choose a Distribution Policy: Unrestricted (all recipients see all data) or Restricted (recipients only see data for properties they have access to in their User Profile).
8. Select the E/HIDs (properties) to include on the report.
9. Select report recipients by Role Permission or by individual User name. Click + User to add recipients by name.
10. Click Save to activate the scheduled report.
Each recipient receives the report at the email address stored in their User Profile. If a user is not receiving reports, verify their email is correct under Administration > Users.
Editing an Existing Auto-Emailed Report
Navigate to Accounting > Reports.
Click All Emailed Reports in the top-right corner of the Reports page.
Select the report you want to modify from the list.
Edit any details: name, schedule, period, distribution policy, properties, or recipients.
Add or remove users and hotels as needed.
Click Save to apply your changes.
Frequently Asked Questions
Question | Answer |
Can I change the time reports are distributed? | The distribution time is managed by Inn-Flow. Contact [email protected] or use Chat Support to request a time change. |
Can I send a report to someone without an Inn-Flow account? | No. Recipients must have a User Profile in Inn-Flow, and the report is sent to the email address on that profile. |
What is the difference between Unrestricted and Restricted distribution? | Unrestricted sends the full report with all selected properties to every recipient. Restricted filters the report so each recipient only sees data for properties assigned to them in their User Profile. |