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
Housekeeping 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.

Action Panel Reservations Report

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

Performance Report Action Settings

Setting	Available options
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.
Add Resly Account	Add additional connected Resly Accounts A new line will appear with a dropdown menu to enable selection of multiple accounts. One new line per account. To the right of the account selection, select which properties to include from a custom list.

Manager's Report

Manager's Report Action Settings

Setting	Available options
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.
Add Resly Account	Add additional connected Resly Accounts A new line will appear with a dropdown menu to enable selection of multiple accounts. One new line per account. To the right of the account selection, select which properties to include from a custom list.

Reservations Report

Reservations Report Action Settings

Setting	Available options
Date Type	Check In Date Check Out Date Created on Date
Date Range	Select the number of days from the Date Type (plus or minus)
Select Columns for Export	Check out steps for choosing columns to create: Custom Reservation Fields
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.

Housekeeping Report

Housekeeping Report Action settings

Setting	Available options
Report Type	Select Housekeeping Report.
Report Name	Enter a name for the report. Required field.
Date Range	Select Today, Next 7 days, Next 15 days or Next 30 days. Applies each time the automation runs.
Select Columns for export	All columns are selected by default. Select All columns selected to customise the export.
Resly Account — Properties	All Properties are selected by default. Use Clear selection to select specific Properties.

Replace or deactivate an automation

Automations cannot be deleted. To replace an existing automation, create a new one and set the existing automation’s Status to Inactive to prevent both from running.

Inactive automations remain available for reference and can be reactivated later. They do not process reservations or send emails until their Status is changed back to Active.

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