Utilizing the option to send reports via email can be incredibly beneficial in situations where generating the data takes longer or when you prefer to have the data in a spreadsheet format for easy viewing. This article will provide step-by-step instructions on how to send reports to your email.
Things to know:
- Emails can be sent via email once setting is enabled. This is controlled by a hidden setting that only the MyTime team can enable. To enable the hidden setting, please contact our Support Team at support@mytime.com
- The send-via-email option will be presented on all reports, however, the following reports will give you the option to choose between getting a detailed or summarized version of the report:
- Daily Revenue
- Daily Payments
- Product Sales Detail
- Product Sales Analysis
- Services Sales Detail
- Staff Productivity
- Location Productivity
- Clients Revenue
- Daily Compensation
- Bookings by Date
- Bookings by Staff Member
- Appointment History
Once the hidden setting is enabled:
1. Navigate to Dashboard > Reports
2. Select any of the following reports (Daily Revenue, Daily Payments, Product Sales Detail, Product Sales Analysis, Services Sales Detail, Staff Productivity, Location Productivity, Clients Revenue, Daily Compensation, Bookings by Date, Bookings by Staff Member, Appointment History)
3. Select the desired filters
4. Click the email icon beside the "Update" button to send the report to your email 5. From the "Send via email" modal, for reports that offer a summary or detailed version of the data, select whether you want the report to display the summary or provide full detailed data
6. Select the format in which the report should be emailed to you and add your email address
7. Select "Send" option at the bottom of the modal
9. The "Report Sent" confirmation message will be displayed
10. Click "Close"
The report will be included as an attachment in the email you receive
For more information contact us at support@mytime.com.