This article will guide you through adding staff emails to corporate report distribution list.
The reports that are available at the corporate level reports are:
- Daily Operation Summary By Location - This report displays operational statistics broken out by each district.
- Daily Marketing & Gross Projections By Location - This reports displays a summary of club marking and gross sales performance by each district.
- Daily Production Report - This report will show all agreements sold, clients booked and income for the prior day.
- Agreement Amenity Report - This report will show all agreements sold by amenity included.
- Invoice Change Report - This report will show a daily invoice change summary.
Navigate to Setup > Communications > Internal Reports.
Locate the report you want to add staff emails to and click the Manage The Distribution List button.
After you select the Manage The Distribution List button it will open the desired report. If you want an email to receive all district reports enter the email at the top and click the Add A New Email button.
The email address you entered will appear in the list above.
To enter an email for a specific district click on the district which will make the enter email box appear.
Enter the email address and then click the button Add A New Email For This District which will add that staff member to receive an email for just that district.
Requirements - A 'Master Admin' login or a staff login with the following permissions.
- Corporate - General: Can access corporate setup