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Automated Reports

Schedule reports to be emailed automatically on a recurring basis.

In FoodEase Office: Open this page

Automated Reports sends chosen FoodEase reports to email addresses on a schedule — daily, weekly, or other frequencies — in PDF or other supported formats.

How to open

Option A — from the report hub

  1. Open View All Reports.
  2. Click the green Automated Report button.

Option B — direct navigation

  1. Log in to FoodEase Office.
  2. Go to Reports → Automated Reports (or /dashboard/reports/automated-reports).

![Automated Reports list](/docs/screenshots/reports/automated-reports.png)

Automated reports list

The table shows every schedule configured for your restaurant:

| Column | Description |
|--------|-------------|
| Name | Label you gave the schedule |
| Report type | Which report is generated |
| File format | Output format (e.g. PDF) |
| Email Addresses | Recipients who receive the file |
| Revenue center | Scope of the report data |
| Actions | View details, edit, or manage the schedule |

Use pagination at the bottom if you have many schedules.

Create an automated report

  1. On the automated reports list, click Create (or open Create Automated Report).
  2. Complete the form:

| Field | Description |
|-------|-------------|
| Name | Friendly name for this schedule |
| Report type | Select from available report types |
| Report file format | Choose output format |
| Revenue center | Revenue centre included in the export |
| Frequency / Frequency type | How often the report runs (e.g. every N days/weeks) |
| Send time | Time of day to send |
| Send day | Day offset used by the scheduler |
| Days before / Days after | Optional window around the send date for report data |
| Send empty | Whether to email when the report has no rows |
| Email addresses | At least one valid email; add multiple rows for multiple recipients |

  1. Save the schedule.

FoodEase validates email addresses and required dropdowns before creating the job.

View or edit a schedule

  1. From the list, open Actions on a row.
  2. View — inspect configuration in a read-only modal.
  3. Edit — opens the same form pre-filled for updates.

Tips

  • Send test schedules to yourself before adding finance or operations distribution lists.
  • Match Revenue center to the outlet managers need — avoid sending all-centre reports to single-site recipients.
  • Pair automated sales reports with manual review of Sessions during reconciliation periods.

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