Automatic daily, housekeeping and cash reports for hotels
Daily, housekeeping and cash reports arrive by themselves.
- Trigger
- daily
- Guide value
- ≈ 5 minutes per property and day (estimate)
- Systems
- PMS
Today
Copy numbers from the PMS into a spreadsheet and send it around.
Afterwards
Daily, housekeeping and cash reports arrive by themselves.
How to set it up
- 01
Describe the task
In plain language, the way you would explain it to a new colleague. The description below is a starting point.
- 02
Review the first run
Discontinue shows you the result before anything runs on a schedule.
- 03
From then on it runs
On a schedule or when something happens. You can change it in chat at any time.
Every morning at 7:30, send me yesterday’s daily report: occupancy, ADR, RevPAR, revenue by category and the cash movements. As a table in the email and as an Excel attachment.
Step by step in the documentation: Create a report in chat and Schedule a report.
What the result looks like
The report arrives on schedule, wherever your team reads it.
What stays with you
You decide which numbers count.
- Occupancy
- 87%
- ADR
- €118
- Cash
- balanced
Sample data. Your output uses your property’s data.
Systems and permissions
| Software, any one of them | Access | What for |
|---|---|---|
| PMS | read | Read occupancy, revenue and cash movements |
| Team channels (optional) | write | Deliver the result to the team inbox or channel |
Which data and actions are available depends on each system’s interface. When you connect a system you decide what is granted; every run is logged.
Frequently asked questions
Does every run cost AI credit?
No. A report is built once with AI and then runs from its saved definition. Scheduled report runs cost no credit.
Which permissions does “Daily reports” need?
PMS (Apaleo, Oracle OPERA Cloud, Cloudbeds, Beds24, or Hospitable): read, Read occupancy, revenue and cash movements. When you connect a system you decide which areas and actions are granted. Everything else stays off-limits.
Does every run cost AI credit?
No. A report is built once with AI and then runs from its saved definition. Scheduled report runs cost no credit.