Every morning BusinessSensor can email the Manager's Daily Report for the day that has just finished. This screen decides who receives it, and how much of it they see.
Before you start
- You need Company Settings access. That is deliberately a different permission from the one needed to read the report — deciding who else receives financial figures is an administrative decision.
The one thing to understand first
People on this list do not need a BusinessSensor login. That is the point: an owner travelling, an investor, or your external accountant can receive the report without an account.
It also means the Financial tick on each row is the only thing deciding who sees revenue, collections and net income. There is no second check behind it. Treat this list the way you would treat a bank mandate.
The two sections
Each recipient can receive either half of the report, or both.
| Tick | They receive |
|---|---|
| Operational | Occupancy, guests in house, arrivals and departures, sales by category, purchases |
| Financial | Revenue, money collected, net income, cash movement, income by department, guests who left owing, and profitability — room and department contribution for the day, month to date and year to date |
A duty manager usually needs Operational. An owner or accountant usually needs both. Somebody who should only see how busy the hotel is — never the money — gets Operational alone.
Steps
- Open Setup → Daily Report Recipients.
- Set Send each morning at. This is your hotel's local time, and the report covers yesterday — the day that has finished. Six or seven in the morning suits most sites: after the night audit, before anyone asks.
- Click Add, then enter a name and email address.
- Tick Operational, Financial, or both.
- Click Save.
- Click Test on the row. This sends yesterday's report to that address straight away.
Do step 6. A mistyped address does not bounce back to you — it simply never arrives, and looks exactly like an address nobody added. One test now saves a year of a director quietly not receiving anything.
Tips
- Untick Active to pause somebody without deleting them. The row stays, so you can see who used to receive it and when they were added.
- The Test button is disabled while you have unsaved changes, because a test sends what is stored rather than what is on screen. Save first.
- Recent sends at the bottom shows what went out and whether it succeeded. That is where to look when somebody says they did not get it.
- Review the list when someone leaves the business. Disabling their staff account does not stop the email — the address here is separate.
What the email looks like to them
The sender shows as your organisation's name, taken from Company Settings — not "BusinessSensor". Replies go to your organisation's email address, also from Company Settings, so a recipient answering the report reaches you rather than us.
If the sender name looks wrong, correct the company name in Company Settings; the next report picks it up.
Recipients with the Financial tick also receive the profitability tables — room and department contribution at day, month-to-date and year-to-date. Those are contribution figures, not full profit: overheads are not apportioned, and the email says so above the numbers.
Common problems
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"They did not receive it." Check Recent sends. If it says Sent, the report left BusinessSensor and the address or their spam filter is the issue. If it says Failed, the message beside it says why. If the address is not listed at all, they are either inactive or have neither section ticked.
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"I ticked Active but nothing arrives." Active alone is not enough — a recipient must also have at least one section ticked. Saving with neither is refused, so this usually means the row was left inactive.
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"They get the report but there are no revenue figures." They have Operational only. The email says so at the bottom, but it is easy to miss. Tick Financial and save.
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"Can I send it to a group address?" Yes, but think about it first — everyone on that group receives whatever the row is ticked for, including the P&L, and the group's membership is not visible from here.
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"The report arrived empty." Nothing was recorded for that business day. If you expect otherwise, open the Daily Report for the same date and check it on screen.
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"The sender name is wrong, or says BusinessSensor." The sender is your company name from Company Settings. If it is blank there, the email falls back to the product name. Fill it in and send another test.
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"It arrived at the wrong time." The hour is your hotel's local time, taken from the time zone in Company Settings. If that is wrong, the report and the rest of the system will both be out.