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Configure the daily ops report

Daily ops report to the operations team is the full midnight brief: the board, arrivals, departures, the cleaning queue, pending payments, and tonight’s vacancies. Everything about it - including who receives it - is configured here on the Agent Hub card, not on a settings page.

Screen /agents · Roles: Account Manager, Property Manager, Admin configure the rule; the audience checkboxes need Admin
  1. On the Agent Hub, open Daily ops report to the operations team under Operations. There is no property picker: the report is one brief spanning every property, so it is configured once for the workspace.

  2. Set Status and the channels. Out of the box - with no rule saved at all - the report already goes out by email at 00:00; the card is how you change that.

  3. Set Send at if midnight is not your hour.

  4. Under Which version to email, tick Short brief, Full detail, or both. The report is written twice; WhatsApp always sends the short summary regardless of this choice. The last ticked version cannot be unticked - “send me nothing” is the Status switch, and the sheet says so.

  5. Press Save.

The Who receives it panel on the same sheet is the audience - and it saves as you change it, separately from the sheet’s Save button:

  • Email - tick the team members who should get the report. With nobody ticked, the default applies: every owner and admin seat. Ticking anyone replaces that default with your own list.
  • WhatsApp - link a number to a seat (Link, country code first) and the short summary goes there too; Replace and Remove manage it.