Reports - Automated Reports

To set up automated reports at a venue level, go to:

  • Settings

  • Venues > Select the venue

  • Reports tab on the left-hand side

Here you will see three different styles of reports that can be automatically sent out - Booking Reports, Finance Reports and Run Sheets. You can add multiple users to receive these reports, by adding one email after another separating them with a comma and space.

> Booking Reports - This will be sent on Monday mornings and will include the Venue Availability, Status and Booking Type Reports for the last 7 days.

> Finance Reports - This will be sent on Monday mornings and will include both the Customer Payment and Bank Transfer reports for the last 7 days.

> Run Sheets - This will be sent every day and will include the Customised and Short run sheet. If in the Unavailable Dates section you've opted to not have any same-day bookings, both will be sent at midnight. If you have same-day booking type cut off points, then it will be sent after these cut off times during the day - Ie. one for Breakfast, one for Lunch and one for Dinner service.

DO NOTE - If you don't have a cut-off point at all or you have set the cut off based on the number of minutes before the booking time (see guide), the run sheet reports won't send.

The customised run sheet will include the following:

  • Bookings: only confirmed with table/area assigned, no guest list

  • Basic details: phone and booking reference, no source or company

  • Extra details: Customer requests, run sheet notes, labels, pre-orders, payments, dietary requirements

  • All zones

  • Sort earliest first

To set up automated reports at a Venue Group level, go to:

  • Settings

  • Venue Group

  • Reports on the left-hand side

Here you can depict who gets sent the weekly and monthly Booking Reports and Finance Reports for the whole estate.

USEFUL - Within both the Venue Group and individual venue settings, you will also be able to pre-set CUSTOMISED RUN SHEET DEFAULT SETTINGS - see more here.

Feedback and Knowledge Base