Send the Manager Log Book email summary
In 7shifts, you can send a daily email summary of Log Book entries to all Admins, Managers, and Assistant Managers assigned to a specific Location.
Things To Know
Important: Users must be assigned to the Location and have Manager Log Book notifications enabled in their personal account settings to receive the summary.
- You can manually email the daily summary or schedule an automatic delivery time for each Location separately.
Automatic Sending Requirements
7shifts will not trigger the automatic email summary if specific conditions are not met.
- All required categories within the Log Book must be completed.
- There must be at least one entry recorded for the day; blank logs will not trigger an email.
- Admins and Managers must be assigned to the specific Location. For more information, see Why am I not receiving Log Book emails?
Configure Summary Time Settings
The time selected for the automatic summary determines which entries are included in the report.
- Times set between 12:00 AM and 6:00 AM will send Log Book entries from the previous day.
- Times set between 7:00 AM and 11:00 PM will send entries from the current day.
Delivery Preferences
You can choose between automatic and manual sending within your Location settings.
- Selecting Auto-send Daily enables the scheduled delivery at your chosen time.
- Selecting Manually Send Email and clicking save makes manual delivery the new preference for the Location.
- Automatic sending is disabled once the manual preference is saved and must be re-selected to restore a schedule.
Send the Email Summary
To send the day-end Logbook summary, tap the Send icon at the top right of your screen:
To send the email summary, click on the Auto-send Daily button > choose to Manually Send Email/Auto-send Daily (set a time):
(Manual)
(Automatic)
Here's an example of what the email summary may look like: