Scheduled reports

Automated reports sent your your email

Lesson Transcript

Scheduling reports is a great way to quickly get automated reports sent straight to your email inbox. This functionality is also a great way to share reporting data with key stakeholders within the company without them having to access the platform. 
To create a scheduled report navigate to the scheduled reports in the left-hand side navigation.
Click create a scheduled report and from here you can choose which report you would like to initiate automated sends for. 
The most common use case is for venues to have their Daily Summary report sent to them at the end of each day. 
You can then choose the frequency & send schedule for the report. In this example I’m going to send daily at 9am in the morning for the previous day’s data. 
You can then set this up to send to 1 or multiple email addresses. For customers on our Lite subscription, you can setup 1 scheduled report. For customers on our Pro or enterprise subscription you can set up as many scheduled reports as you like.

Requirements

• ROLLER Lite plan or above – Start free or get a demo
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