Auto Delivery of Reports

By Kelsey | Updated

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With Revel's automatic report delivery functionality, you can set up when, where, and which reports are sent out.


Contents


Enabling Report Auto Delivery

To set up automatic reports:

    1. On the Management Console ([yoursubdomain].revelup.com), go to the Settings tab and click Clear Selections:

    2. Type Email address in the search box. In the left side menu, check the box for Email Address so the settings appear on the right side of the screen:

    3. There are two ways to set up automatic report delivery:
  • Next to the report name, simply enter the delivery email address(es) in the Email field and select the delivery increment from the When drop-down menu:

Or

  • Click Email Report Jobs to set up more specific alerts:

    • In the Email Report Jobs window, click + Add Email Report Jobs:

    • Fill out the details for the report job:
      • Name: The name of the report job. For instance, Weekly Numbers.
      • Reports: The Reports to be included in the revolving delivery. Supported reports are:
        • Sales Summary
        • Product Mix
        • Operations
        • Product Inventory Summary
        • Ingredient Inventory Summary
        • Labor
        • Trending Sales (weekly only)
      • Format: The format in which the reports are delivered. Supported formats are:
        • CSV
        • Excel
        • PDF
      • Time Period: How often the reports will be sent. Supported time periods are:
        • Daily: Reports are sent every day and contain data from that day.
        • Weekly: Reports are sent at the start of each week and contain data from the previous week.
        • Monthly: Reports are sent at the start of each month and contain data from the previous month.
        • Quarterly: Reports are sent January 1st, April 1st, July 1st, and October 1st. They contain data from the previous quarter.
        • Yearly: Reports are sent January 1st and contain data from the previous year.
      • Establishment(s): The establishment data to be included in the reports.
      • Target Type: Specifies whether to send the report data to various email addresses, or to web servers. To send to a web server, select the HTTP option.
      • Target(s):
        • For Emails- Enter the name of the target email addresses. Multiple addresses should be separated by commas.
        • For Webs Servers- Enter:
          • Address: Web address of the server.
          • Login: Authorized username for the server.
          • Password: The password for the username.
      • Active: Specifies if the report job is active or inactive. If the box is checked, it's active. If it's unchecked, it's inactive.
  • Click Save when done:


Editing Report Jobs

To edit an existing report job:

  1. On the Management Console, go to Settings>Email Address.
  2. Click Email Report Jobs.
  3. Click the icon in line with the report job you want to edit:

  4. Make your changes and then click Save.


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