Scheduled reports

A scheduled report is an email with your key figures and a PDF of the full report, in your logo and colour. Managers who never open Presence Orbit still see how the locations are doing.

Schedule a report

1. Open Scheduled reports in the sidebar.
2. Select Schedule a report.
3. Choose Every Monday or On the first of the month.
4. Choose All locations or a location group, such as West and north.
5. Tick the people who should get it, then select Schedule.

Only people with Presence Orbit in your organisation can get a report. Editors and Admins can schedule them.

When it goes out

Weekly reports go out on Monday at about 07:00 and cover Monday to Sunday of the week before. Monthly reports go out on the first of the month and cover the month before. The time follows the time zone most of your locations use.

Each report is sent once for its week or month, even if something runs twice.

What's in it

• The Presence Score and the reasons it moved since the week or month before.
• New reviews, the average rating, how many were answered and the typical reply time, each against the period before.
• How the ratings spread from one to five stars.
• The topics that moved most, up and down.
• The strongest locations and the ones that need attention, when you have several.
• How review requests did: sent, opened, went to a review site, wrote a review and told you privately.
• A recent five-star review and a critical one, in the customer's words.

The PDF holds reviewers' first names, as the review sites show them, and no contact details.

Send it now or preview it

Open the ⋯ menu on a report:

• Open the latest PDF shows the report for the last complete week or month.
• Send me a preview emails it only to you.
• Send now to everyone sends it at once. This works up to three times an hour.

Stop getting a report

Each email has a link at the bottom to stop it. To change who gets it, open Change in the report's menu.