Subscribing to Email Reports

Feature Overview

Rather than logging in daily to check specific reports, you can subscribe to have selected reports delivered automatically to your email inbox on a configured schedule. This is especially useful for owners and managers who want to stay informed about sales performance, labor costs, or other key metrics without manual effort.

Prerequisites / Requirements

• Your account must have Reports view or edit permissions.
• A valid email address must be on file for your account in Settings > General Contact Information.

Step-by-Step Guide

1. On the Reporting Hub page, click the Get reports by email button located at the top right of the breadcrumb bar.
2. The email subscription settings page opens.
3. Select the reports you want to receive by toggling or checking each one.
4. Configure the delivery schedule — choose the frequency (daily, weekly, etc.) and the time or day you want to receive each report.
5. Click Save to activate your email subscriptions.
6. You will begin receiving the selected reports at the configured schedule starting from the next delivery window.

Common Troubleshooting / FAQs

Q: I set up email subscriptions but I am not receiving the reports. Verify that the email address on file in Settings > General Contact Information is correct. Also check your spam or junk folder — report emails from Katalyst may be filtered by your email provider. Add katalystos.com to your trusted senders list to ensure delivery.

Q: I want to stop receiving a specific report. Return to the email subscription settings by clicking Get reports by email on the Reporting Hub. Deselect the report you no longer want to receive and click Save.