The End-of-Day report, also called the Daily Digest, is sent to individual manager accounts. This article covers who receives it first and how each person gets it.
The account root starts as a recipient
When a voiceERP company is created, the root admin account is enrolled as a Daily Digest recipient automatically, with delivery set to Chat. The owner does not need to subscribe or turn anything on; the digest starts arriving once reports are generated. Companies that existed before the report launched were enrolled the same way, with SMS chosen for root users at companies that had not yet moved to the current Chat.
How the report is delivered
Each recipient has a delivery channel, chosen on the Recipients tab:
Chat: the digest arrives as a message in your Chat, with a link to the full report on the voiceERP website. This is the default for every manager you add.
Email: the digest and the report go to the email address on the manager's account.
SMS: the digest is texted from your company's chat number, so it lands on the thread you already text with. SMS needs a phone number on the manager's account and a chat number set up for your company; if the manager has no phone number on file, the SMS option is greyed out with a note.
Adding or changing recipients
Open Reports in the sidebar, choose Daily Digest, then the Recipients tab. Add any voiceERP admin and pick Chat, Email, or SMS for them. You can also add an external recipient by email address, for someone who does not have a voiceERP login; external recipients receive the report by email only. Save your changes when you are done.