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).