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Home > Setup > How Do I Manage what Staff can see and do? > How Do I Set up Email Reports?

 How Do I Set up Email Reports?

FLEX has the ability to email staff members reports when the Till Cash Up is locked.

For this to work, you need to have email set up in FLEX (see How Do I Link In My Email Account?) and an email address against the Staff members record (see How Do I Update a Staff Member?). The screen to add an email address to a Staff Record is shown below (found under Menu - Setup - Staff / Roles)

Under Menu - Setup / Staff / Roles, choose the Email Reports tab. The window below is shown.

Choose the Active Staff Member by clicking on their initials. The reports can be dragged down from the Available Reports to the Email Schedule table. Choose the Frequency from the drop-down and tick the relevant days. Finally, choose the Data Range which the emailed report will show.