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, monthly or yearly. These reports are emailed directly to a list of recipients with a customised subject line and message, and they include a downloadable CSV.

Report Automation Steps

Report Automation is configured from a single window, with multiple sections to complete

Create the Report Automation
Enter a name and set the status
Choose Trigger - When will the next Report Automation run and on what frequency will it be sent
Action - Select the preferred Report, add recipient/s and settings relevant to the Report selected (Performance or Manager's or Resevations)
Save Automation

See below for full Step by Step instructions

Create a Report Automation

Reports Available:

Performance Report
Manager's Report
Reservations Report

Step 1

Go to Settings > General > Automations > Report tab - Select New Automation

Step 2

Add an Automation Name as an Internal reference for your team

Status Active Enabled and runs Report automations against configured schedule
Status Inactive Disabled and no automatic Report automations are processed

Step 3 - Triggers

Choose how the Report Automation starts - including frequency and when the report will first be triggered.

Use this trigger to run an Report Automation at a specified time and frequency.

Choose a Frequency (for example, Daily, Weekly, Monthly or Yearly).
Set the Next Trigger Time. This determines when the automation will run for the first time.

Step 4 - Set up Action

The Action settings determine which email template is sent when the automation is triggered and the reservation matches the configured Filters.

Step 5

Select the button Save Automation, bottom right of the single window, to save the Report Automation.

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

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

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

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.

Delete or Disable an Automation

Automations cannot be deleted.

To stop an automation from running, change its Status to Inactive. The automation remains available and can be reactivated later if required.

Note: Inactive automations no longer process reservations or send emails until they are set back to Active.

For any further assistance, please contact our friendly support team.