What is a Flash Summary Report
A Flash Summary Report is a summary of the Flash Report. It allows you to view your entire organisation (all locations) at the same time. It gives you the option of running Actual Sales Vs Forecast or Actual Sales Vs Budget.
How to Run a Flash Summary Report
Go to Reports which is in the left side navigation panel.
Select Flash Summary that sits under Financial.
Select the Date and Location.
There will be a drop down menu with 2 options - Vs Forecast & Vs Budget
Click Run.
Make sure the expected information appears in the on-screen report, and then click Download to export the data in the Excel spreadsheet.
How to schedule a Flash Summary Report
Scheduled reports can be set to automatically send to the relevant members via email, keeping them informed and ensuring that no one misses important information.
After running the report, simply click Schedule.
Give the report a title.
Select the suitable frequency and time.
Enable the report attachment if required. This allows recipients to view the report directly without having to log into Rota King, provided the report size is under 10 MB.
Add email addresses.
Click Save.
To make changes to a scheduled report, navigate to the Scheduled Reports section under Reporting, select the report you wish to modify, and edit it as needed.
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