Setting up Automatic Email Reports

SETTING UP AUTOMATIC EMAIL REPORTS

This Tip Sheet covers setting up selected reports to be emailed to specific people daily.

Here’s how to set permissions for those receiving reports.

From POS Manager:

· Select a person to receive reports. (Note: If the person is not location staff, for example, an owner or bookkeeper, you must set them up as staff.)

· Enter the e-mail address

· Tick “Reports”

· Click “Save”

Select Reports to be automatically sent. If there’s no Daily Reports speed button, go to: Reports>Sales>Daily reports printing

· Select Reports to email

· Click “Save”

Note: All reports ticked will be sent.