Overview
Report Automation allows you to automatically generate and send reports from Resly on a schedule that suits your workflow, whether it’s daily, weekly, or monthly. These reports are emailed directly to a list of recipients with a customised subject line and message, and they include a downloadable CSV.
Step by Step
Navigate to Settings → General → Automations
Click the Report tab.
On the right hand side, click on New Automation
Configure the fields in the table below. These fields are common to all Automations. The second table includes configuration options for each report.
After setting all the fields, click Add to save the automation.
Field | Description |
Status | Active to enable automation Inactive to save for later |
Frequency | How often the report is sent: Daily, Weekly, or Monthly. Future reports follow the selected frequency. |
Next Due Date | Use Calendar Picker to choose date the next report will be sent |
Email to Send | Enter one or more email addresses (comma-separated if multiple emails) |
Email Subject | This is the subject line of the email that recipients will receive. Leave empty to use default subject. |
Email Message | Add a short message that will appear in the body of the email |
Report Type | Choose from the three available report types Performance Report Manager’s Report Reservations Report The individual report configurations are detailed below table. |
Report Name | A descriptive name to title the report |
Report Types and Configuration
Each report comes with different customised fields. Once report is selected, the fields relevant to the report will be enabled.
Performance Report
Performance Report
Month Range | Choose from a rolling range of months based on today, for example: Past 3 Months, Next 3 months. Range is 12 months +/- |
Options | Select checkbox to include optional data from the following list: Use net accommodation value Include Parent child/property block Include maintenance block Exclude maintenance blocks from available property rights |
Resly Account Properties | Select the applicable properties to be included in the report. All properties are automatically selected. Clear selection to manually customise the list. |
Manager's Report
Manager's Report
Resly Account Properties | Select the applicable properties to be included in the report. All properties are automatically selected. Clear selection to manually customise the list. |
Reservations Report
Reservations Report
Day Range | Select the number of days from today (up to 14 days in the past, 14 days in the future |
Date Type | Select from the drop down menu: Check In Date or Check Out Date or Created on Date |
Resly Account Properties | Select the applicable properties to be included in the report. All properties are automatically selected. Clear selection to manually customise the list. |
Notes About Report Automation in Resly
The report will be queued for its first send on the specified Next Due Date.
From then on, it will follow the defined frequency.
Each time a report is triggered:
An email will be sent to all listed recipients.
The email will include the subject and message you configured.
The actual report data will appear in the email and as an attached CSV.