Send the Manager Log Book Email Summary

Updated September 18, 2024 19:09

In 7shifts, send out an email summary at the end of the day which will go to all Admins, Managers, and Assistant Managers assigned to the Location.

Your daily summary can be manually emailed or you can choose a time for it to automatically send each evening. If using the automatic option, the time the summary is sent needs to be set up for each Location separately.

⚠️ The email summary will be sent to those who have enabled Manager Log Book notifications within their personal Account settings.

⚠️ The email summary will not be sent under certain conditions:

Incomplete required categories. If there are required categories within the Log Book that have not been filled out, the summary email will not be sent.
No entries for the day. If there are no entries recorded, or they are left blank, the summary email will not be sent.
Time Settings:
- If the time is set to 12 am - 6 am, it will auto-send the previous day's Log Book entries.
- If the time is set to 7 am - 11 pm, it will auto-send the current day's Log Book entries, instead of the previous day's entries.
Manual email sending preferences: If a user changes the 'Auto-send Daily' option to the 'Manually Send Email' option, then clicks 'Save', this action will make the manual option the new preference for this Location. As a result, the summary email will no longer be sent automatically. To restore automatic sending, simply re-select the 'Auto-send Daily' option again and the set time for the Location.