Summary of Changes
Enhancement:
We have introduced automated scheduling and “Email Now” support for the Sales Summary and Consolidated Sales pages. Both pages now allow customers to receive reports without manual effort, while maintaining each page’s unique date-range behaviour.Roles Impacted
- Restaurant Owners
- Operations Managers
- Finance Teams
- Restaurant Managers
- Area Managers
Value Added
- Customers can now instantly email these reports or schedule them for daily delivery without manually generating them each day.
- The update preserves the existing flexibility of both pages while ensuring a standardized and reliable date selection for scheduled reports.
Change Details
- “Email Now” Behaviour
> For Sales Summary Page
- Supports custom date ranges on the page.
- When “Email Now” is clicked, the report email uses whatever date range the user has already selected in the page filters.
> For Consolidated Sales Page
- Supports only a single date selection.
- “Email Now” will use the exact date selected on the page.
- Scheduling Behaviour
- When scheduling a report for either of these pages, the Range field in the scheduling popup is fixed to “Yesterday”.
- This ensures scheduled reports always deliver previous day’s data in a consistent and reliable manner.
- Phase 1 includes only “Yesterday” as the range option. Future enhancements may introduce more.
Assumptions & Limitations
- Scheduled reports for these two pages always run for yesterday’s data only.
- “Email Now” continues to respect the page’s actual selected date/date-range, depending on the page type.
- Consolidated Sales will continue to support only one-day selection; no multi-day support is included in this release.
Impact
- Streamlines daily reporting by automating repeat manual tasks.
- Improves accuracy and consistency for scheduled daily reports.
- No UI slowdown or performance impact—only date handling and scheduling logic added.
Support
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