On Growth and Pro, owners and techs can have SeatReaper email a report on a schedule, for example the Monthly Waste Summary to each client's office manager on the first of the month.
Set one up
- Open Reports and scroll to Scheduled delivery.
- Choose the report, the client, how often, the email language, and up to 10 email addresses.
- Choose Add schedule.
Which client to choose:
- Monthly Waste Summary and Quarterly Savings Review need a client.
- Offboarding Queue can be for one client or all of them.
- Portfolio Rollup always covers every client.
- Compliance evidence reports each need a client. The offboarding evidence and change log cover the month or quarter that just ended; the others show the latest synced data when the link is opened. Only owners can schedule the change log. See Compliance evidence reports.
When they are sent
- Monthly: on the 1st of each month, in the morning US time.
- Quarterly: on the first day after each quarter ends (January 1, April 1, July 1 and October 1). The Quarterly Savings Review covers the quarter that just ended.
The first email goes out at the start of the next period after you save the schedule.
What the recipient gets
An email from your name (as set under Settings > Branding) with a button that opens the report in their browser. The link lasts 30 days and shows the report read-only, with your branding; they can save it as a PDF from there. Replies go to the support email on your branding settings, when one is set.
The email is written in the language you chose for the schedule (your own language unless you pick another). The report itself opens in the language of the recipient's browser. Schedules made before languages were added send in English.
If a send fails, the schedule shows the error and SeatReaper tries again the next day. Every delivery is recorded in the audit log.
Stop a schedule
Choose Delete next to it. Links already sent keep working until they expire; revoke them under Shared links if needed.