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Auto send estate overview report

You can set up the auto-send for the estate overview report in a few easy steps.

Jon Lee avatar
Written by Jon Lee
Updated over 2 months ago

The Auto send estate overview report automatically delivers a summary of estate performance, including key metrics and trends.

To set up the auto-send for the estate overview report, log in to Epos Manager and follow the steps below:

  1. Click Reports and select Enterprise Reports.

  2. Click Estate Overview Report.

  3. Select Send Email then enter the email time.

  4. Click Addresses and enter emails.

  5. Click Test + Send.

  6. Click Save.

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