Some reports within the Accounting Module can be configured to send to Inn-Flow users automatically on a Daily, Weekly, Monthly, or Yearly basis. Those reports include a blue "Email" link in the right side of the Reports page.
To configure a report to be emailed automatically, follow the steps below:
Navigate to Accounting > Reports
Select the blue Email link to the right of the Report you would like to schedule
Enter a Name for the Report, so that users can easily identify it
Select the date that you would like the report to be sent the first time
Select the schedule that you would like the report to be distributed
Select the period. Note: For Daily Activity reports, you would want to select Prior Day of Run Date, as Daily Activity data is filled in for the previous day
Choose your Distribution Policy, Unrestricted, or Restricted
Select the E/HIDs that you would like included on the report. Remember, if you have chosen a restricted distribution policy above, users will only see data for the HIDs they have been granted access to within their User Profile.
Lastly, select who will receive the report. You can make this selection by Role Permission (ex: all users who are assigned the General Manager Role Permission) or by User name. To add users by name, click on + User, and enter their username.
Note: Each user selected will receive the report to the e-mail address listed in their User Profile.
FAQs
Can I update the time that reports are distributed?
An Inn-Flow agent can update this for you. Please reach out to [email protected] or Chat Support for further assistance.
How do I update an auto-emailed report that already exists?
On the top right of the Reports page, click the button for All Emailed Reports and select the report that you would like to edit. Edit the details, add or remove users, or hotels included, and Save.
