Automated Reports

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

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

3. 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.

Related guides

• View All Reports — manual report catalogue
• Sales Metrics Report — common choice for scheduled KPI emails