Reports that can be saved:
Bookings
Leads
Payment History
Tips
Outstanding Balance
Most Frequently Booked
Utilization
Expense
Clients
Places
Time Off
Packages & Add Ons
After you save a report, you can edit it and schedule it to be sent to any email address on a set schedule:
Can I send these reports to my bookkeeper?
In addition to being saved, these reports can be scheduled to be automatically emailed. To schedule an email, just click the down arrow on the View Report button and select Report Settings.
In the Report Settings, give the report a name and description, then:
Choose the schedule on which to send the email - Daily, Weekly or Monthly.
Type in the email of the recipient(s), putting a comma between emails if there are more than 1
Select the brand to send from; this will dictate the logo & email the report is sent from.