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How to schedule automatic reports

Schedule a report in the new Reports to be emailed automatically on a recurring cadence (e.g. a weekly revenue summary), instead of exporting or emailing it manually each time.

Overview

The new Reports lets you put a schedule on a report, so it's generated and emailed automatically — to you, or to someone else such as your housekeeper or accountant — instead of opening Reports, setting the dates and exporting it by hand every time.

You choose how often the report is sent and at what time, and each email arrives as a ready-to-open export covering a rolling period (last week, last month, and so on). The report keeps arriving on schedule until you pause it. This is different from the one-off Email option, which sends a report just once when you click it.

Before you start

  • Scheduling is part of the new Reports — the menu entry marked Beta. See How to use the new Reports.

  • You set up a schedule from an individual report using the Schedule button, alongside Export and Email.

  • Scheduled reports are delivered by email as a ready-to-open export, covering a rolling period that matches the cadence — for example last week for a weekly schedule, or last month for a monthly one.

  • The delivery time runs in your property's own timezone, so 8am stays 8am even across daylight-saving changes.

Step-by-step instructions

  1. Log in to your Amenitiz account and open Reports — the entry marked Beta — in the main menu.

  2. Open the report you want to send on a schedule.

  3. Select the Schedule button on the report, alongside Export and Email.

  4. Choose how often it's sent — Daily, Weekly, Monthly or Quarterly.

  5. Set the delivery time. It runs in your property's own timezone.

  6. Add the recipients — the email addresses that should receive the report (for example yourself, your housekeeper or your accountant) — and choose the Format, such as Excel (.xlsx).

  7. Select Save schedule to activate it. The report will be generated and emailed on that schedule until you pause it.

Manage or pause a schedule

All your schedules live under Scheduled reports, opened from the top of Reports. From there you can start another one with New schedule, or pause, edit and delete any existing schedule. A scheduled report keeps sending on its cadence until you pause it — pausing stops delivery until you resume it, and you can update the cadence, delivery time and recipients at any time.

FAQs

What's the difference between emailing a report and scheduling it?

Email sends the report once, right when you click it. Scheduling sends it automatically on a recurring cadence — for example every Monday, or on the 1st of each month — until you pause it.

What period does each scheduled report cover?

Each send covers a rolling period that matches the cadence — for example last week for a weekly schedule, or last month for a monthly one — so you always receive the latest completed period.

Can I send a scheduled report to someone who isn't an Amenitiz user?

Yes. You can send a scheduled report to any email address — for example your housekeeper or your accountant — not only to your own inbox.

What time zone is used for the delivery time?

Your property's own timezone. If you set delivery for 8am, it stays 8am all year, even when the clocks change for daylight saving.

How do I stop a scheduled report?

Pause the schedule. The report stops being sent until you resume it, and you can update the cadence, time or recipients at any point.

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