Schedule the daily report email

Included — no add-on neededBackofficeFor managers

Needs: Any backoffice user who can open Settings

The daily report is an operational email your team receives every day at a time you choose, with the sections you pick — from a quick overview of today's covers to a full printable reservation list with a PDF attached.

Where to find it

Backoffice › Settings › Communications (section) › Daily reports. The Daily reservation list card on the Email Automations page links here too (Configure schedule & test).

What it does

  • Send daily report email — turns the scheduled email on or off.
  • Delivery time (local) — when it is sent, in the location's time zone (shown as "Timezone: …").
  • Report recipients — one email per line. Leave empty to use the location contact email.
  • Time bucket size — 15, 30 or 60 minutes, used by the "By time bucket" section.
  • Report sections (each can be switched on or off):
    • Today overview — reservations, covers and largest parties
    • By party size
    • By time bucket
    • By shift / service block
    • Reservations list — today's bookings with phone, visit count, waitlist origin, creation source, allergies and notes, plus a matching PDF attachment
    • New reservations (previous day)
    • Special attention — special requests, allergies, dietary notes and reservation tags
    • Guest mix — returning vs new guests, VIPs
    • Operational flags — table conflicts, capacity signals, missing contact details, lateness/no-shows
    • Multi-day outlook — a short forward-looking occupancy snapshot
  • Send test email — a short preview using live numbers.
  • Download PDF — Today's reservations PDF for today's service date.

How to set it up

  1. Open Settings › Daily reports and check the selected location.
  2. Switch on Send daily report email.
  3. Set the Delivery time (local), for example 09:00.
  4. Enter the Report recipients.
  5. Choose the Report sections and Time bucket size.
  6. Click Save changes. You see "Daily report settings saved".
  7. Optional: enter an address under Send test and click Send test email.

Good to know

  • The email goes out within a few minutes after the delivery time you set.
  • Cancelled reservations are left out of the report.
  • If no time is set, 08:00 is used.
  • Locations that used the older "morning brief" keep it until you save settings on this page.

Troubleshooting

"Turn on daily reports to enable test sends from this page." Switch on Send daily report email first (and save), then send a test.

"Enter a valid email for the test send." / "One or more email addresses are invalid." Check the address for typos — one address per line.

"Set the location timezone under Location settings for accurate scheduling." The location has no time zone. Set it under Settings › Location Settings, otherwise the report may arrive at the wrong hour.

The report doesn't arrive Check it is switched on and saved and the recipients are correct. In Email Activity, set the type filter to All Emails, set the date range to that day, and look for the recipient's address to see whether it was delivered or bounced. Check your spam folder.

"Could not download PDF" Try again. If it keeps failing, contact 10Seat support.