Schedule Reports Configuration

***NOTE: This feature is only available for Enterprise subscription plans***

Step 1: Access the Reports Section

1. Log into your dashboard.
2. Navigate to the Operations section.
3. Click on Reports.

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Step 2: Open the Scheduled Reports Tab

1. Once the Reports screen loads, click the Schedule Reports button.
2. This will open a new tab dedicated to Scheduled Reports.

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Step 3: Choose the Report Type

You’ll see three types of reports available:

• Guest Feedback
• Guest Recap
• Transactions

Choose the report type you want to configure.

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Step 4: Configure the Report

1. On the right-hand side, click Configure next to the report type.
2. In the pop-up window, toggle Enable Automated Reports to ON.
3. Additional configuration options will appear.

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Step 5: Set the Frequency

Choose how often you want to receive the report:

• Daily
  • Covers: Determined based on the End of Day time configured in the Dashboard
  • Delivered: Every day at your specified time
• Weekly
  • Covers: Monday through Sunday
  • Delivered: Every Monday at your specified time
• Monthly
  • Covers: 1st through the end of the month
  • Delivered: The 1st of the following month at your specified time

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Step 6: Choose Delivery Time

• Select the time you want the report delivered (e.g., 8:00 AM).

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Step 7: Select Delivery Method

You have two options:

• Email: Enter your email address.
• FTP Server: Provide the following:
  • Host
  • Port
  • Username
  • Password
  • Directory

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Step 8: Submit the Configuration

1. Fill in all required fields.
2. Click Submit.
3. A confirmation message will appear: “Scheduled configured successfully.”

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Step 9: Verify Report Status

• The dashboard will now show that the report is enabled.
• You’ll see the delivery schedule and method at a glance.