How to Schedule Multiple Reports

Modified on: Mon, 18 Dec, 2023 at 8:21 AM

Applies to:          Stayntouch PMS          

How to Schedule Multiple Reports


This guide demonstrates how to configure multiple schedules for a single report in Stayntouch PMS. Only a designated Stayntouch PMS user can configure the report's schedule and manage which users receive a copy of the report.




Step 1. Locate Reports in Stayntouch PMS
  • From the menu, navigate to Reports > Schedule a Report/Export




Step 2. Click Scheduled Reports
  • From the Scheduled Reports/Export page, select Scheduled Reports





Step 3. Click the +NEW REPORT SCHEDULE Button
  • Select the +NEW REPORT SCHEDULE button. 



Step 4. Choose Your Report
  • Select the report you'd like to manage, or search for a report in the search bar.





Step 5. Define Schedule Parameters
  • Choose your schedule’s parameters.
  • Then click SAVE SCHEDULE.




Step 6. Define Schedule Details
  • Set specific timing details for the report’s delivery.
  • Click SAVE SCHEDULE.

Example of an Hourly Report:





Step 7. Distribution List
  • From the Distribution List column, you may begin adding email addresses. Anyone added to this list will receive the scheduled report during delivery.
  • Enter the email address in the ADD RECIPIENT field. Simply begin typing in the search bar to retrieve a Stayntouch PMS user’s email address. While the cursor is still at the end of the email, press the Enter key on your keyboard.



Step 8. Email List Ready 

  • When a name displays below the search field, you’ve successfully added their email to the distribution list. 
  • Each individual will receive an email copy of the report upon delivery. 


Step 9. Save Schedule
  • When you’re ready, select the SAVE SCHEDULE button. 



Permissions Note


  • Only users in the Hotel Admin category are auto-assigned the "schedule reports" permission in Stayntouch PMS. 
  • Any other department will need to have the action assigned to their group from the Permissions page in Stayntouch PMS (Settings > Hotel & Staff > Permissions)


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