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Open Settings → Notifications → Automatic reports. These emails have their own recipients; staff notification preferences do not replace them.

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Choose a report

Click Add, give it a clear name and choose:
  • Preset — Performance: standard indicators for monitoring activity.
  • Preset — Data export: a standard reservation CSV.
  • Custom report: columns, period, calculations and format suited to your needs.
For example, use performance for a manager, an export for data work, or a custom report comparing confirmed and cancelled covers.

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Configure a custom report

  1. Choose Previous period or Upcoming period.
  2. Choose the date basis: reservation date for service activity, or reservation creation date to measure incoming bookings.
  3. Select 1, 7 or 30 days. In this form, this also links the daily, weekly or monthly delivery cadence.
  4. Add Metric, Formula or Evolution columns.
  5. Choose to count reservations or covers where the metric allows it.
  6. Refresh the preview and correct errors before saving.
A formula uses column keys and supported operators, such as confirmed + cancelled. Evolution compares a column with the previous period, as a value or percentage. Column keys must be unique. Upcoming days start today; the proposed previous period ends yesterday. Always check the dates in the preview. Custom reports offer CSV or PDF, with page orientation for PDF.

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Schedule delivery

Set the available frequency, sending time and at least one recipient email. Enable the report and Save. To suspend future deliveries, deactivate and save it. For preset reports:
  • daily: yesterday’s data;
  • weekly: the elapsed week, scheduled on Monday;
  • monthly: the elapsed month, scheduled on the first.
A test uses the period calculated at test time; check the dates in the email.

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Preview, test and run

The preview checks columns without sending the report. Send a test on a saved report sends a real email to its recipients. Run launches a saved custom report. Save changes before using these actions; they use the stored configuration. You cannot switch between preset and custom mode when editing; create another report if needed.

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Nothing arrives

Check activation, recipients, frequency, time, spam folders and test results. For a one-off manual export, use Integrations → Export without scheduling a report.