Send Each Team Member Their Weekly Report

Your team wants to know how their week went without asking you, and without seeing anyone else's numbers. The Weekly Report to Each Team Member workflow sends every team member their own figures every Monday at 8:00, and sends the owners one summary with everyone's.

Set it up from the templateCopy a link to this section

1. Open Workflows and press Use Template on Weekly Report to Each Team Member. For a report on the 1st of every month, pick Monthly Report to Each Team Member instead.
2. The draft has one trigger, On a Schedule (every Monday at 8:00, your location's time), and one step, Send Team Member Reports. Change the day or time on the trigger if you like.
3. Open the step to choose:
   • Period: Last Complete Week or Last Complete Month. The week follows the first day of the week set for your business, in your location's time zone, so Monday's report covers Monday to Sunday just gone.
   • Figures: Appointments (with no-shows when there were any), Clients, Sales, Tips, Earnings, Rebooking Rate and Utilization. Utilization needs opening hours and schedules set.
   • Send By: the channels to try, in order. Each person gets one message, by the first channel that reaches them: App notification if they use the staff app, Email if they have an address, SMS if they have a phone number. Texts are charged per message from your messaging credits; app notifications and emails are free.
   • Team Members: everyone with chosen roles (your team members by default), or specific people.
   • Send even when there was nothing to report: off by default, so someone who had no visits and no sales that week gets nothing.
   • Also send the owners a summary of everyone: one message per owner, by app notification and email, with a section for each person.
4. Press Run Test to check it. A test reads the reports and tells you how many people would get a report, without messaging anyone.
5. Press Publish. The first reports go out at the next scheduled time.

Ask Percy insteadCopy a link to this section

Tell Percy what you want in your own words: "every Monday at 8 send each of my barbers their week". Percy creates the draft from the same template and asks you to confirm it. It stays a draft until you publish it, from the workflow or by asking Percy to.

Who sees whatCopy a link to this section

• Every report is read from the Reports page for that one person, so the numbers match what they (and you) see there. Nobody ever gets someone else's figures.
• Sales, Tips and Earnings only go to people whose role lets them see their own earnings (the Allow Show Earnings permission). Everyone else gets the rest of the report without the money. A cashier limited to today's earnings never gets a week of them.
• The owners' summary only goes to owners who can view every member's reports, and revenue when it holds money. It needs a business workflow: a personal one only ever reports on its owner.
• Whoever publishes the workflow must be able to view every member's reports (and revenue, for the money figures). If that access is taken away later, the step stops instead of sending.
• Channels you switched off for workflow notifications under your notification settings are never used.

What you will see afterwardsCopy a link to this section

Each run of the workflow shows how many team members got a report, how many were skipped (nothing to report, or no channel reaches them) and how many owners got the summary, with the period it covered.