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Reports and compliance

A report sent by mail, on a schedule

Any report in the catalogue, to anyone, daily, on weekdays, or monthly on a day — at an hour in the hotel's own time, for yesterday, the last seven days, the month to date or last month.

Menu → Reports by mail. Any report the Reports screen can run can be sent to an address on a schedule, so the owner's statement arrives on the third of the month and the night audit report at seven every morning without anybody opening a screen.

Reports by mail: one row per schedule — the report, who gets it, how often, when — and the button for a new one.
Reports by mail: one row per schedule — the report, who gets it, how often, when — and the button for a new one.

Do this

  1. The list: one row per schedule — the hotel, the report, the recipient, the cadence, the hour, and when it last went.
  2. A report by mail — pick the hotel and the report from the catalogue; the address and the name; daily, on weekdays (tick the days) or monthly on a day; the hour in the hotel's own time; and the range the report is for — yesterday, the last seven days, the month to date, last month.

The mail carries the report as a table and its CSV. A schedule can be switched off and kept. Who may set one is the *report.schedule* right, held by the group's administrators.

The housekeeping dashboard has had its own schedule since it was built; this one is for everything in the report catalogue, which only the app can render — which is why the two are separate lists.

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