Scheduled Reports

Overview

Scheduled Reports allows restaurant operators to send pre-built or custom reports to themselves and other specified recipients. 

The emailed report contains an overview of the selected metrics to get a quick overview on those business performances. 

You can choose to get scheduled reports on:

• Business Performance
• Operational Excellence
• Availability
• Marketing
• Ratings & Reviews

Creating a Scheduled Report

A scheduled report can be created from the Otter Dashboard. Multiple scheduled reports can be created to contain different data points or to be sent to different recipients. 

Follow the steps below to create a scheduled report.

• Step	Process	Image
  1	From the Otter Dashboard, click the profile icon in the right hand corner.
  2	Click Settings.
  3	Go to the Reports tab.
  4	Click [+New Report].
  5	Click to expand the Details section. Type the name you'd like to give the report.	Details section Report Name
  6	Select the Brands and Locations you'd like to include in the reporting data.
  7	Select the Frequency and Report Schedule day(s)/time you'd like the report to be pulled and sent out to recipients.	Frequency Report Schedule
  8	Select Report time range.
  9	Enter Recipients email address to send report. Click [Continue].
  10	Click [+Add metric].  Check next to the metric shown to include in the scheduled report. As you check metrics, they will show in the preview to the left.	Check Metrics Metrics Preview
  11	Once all metrics have been selected, click [Create report].
  12	A confirmation will show that report has been created.  To view all created reports, click [View all reports].

Editing a Scheduled Report

Follow the steps below to edit or delete a Scheduled Report from the Otter Dashboard.

• Step	Process	Image
  1	From the Reports page in the Otter Dashboard, click the 3 dots next to the report.
  2	Select Delete from the list.
  3	Confirm you want to delete the report by clicking [Delete report].

• Step	Process	Image
  1	From the Reports page in the Otter Dashboard, click the 3 dots next to the report.
  2	Select Edit from the list.
  3	Click to expand Details or Metrics to edit section.
  4	Edit details or add/delete metrics. Click the trash can by metric included to delete from Scheduled Report. Check next to metric to add to Scheduled Report.	Delete Metric
  5	Click [Continue] > [Save] when done editing.
  6	A confirmation will show that report has been created.  To view all created reports, click [View all reports].

FAQs

• The Scheduled Report will be sent to added recipients via email.
• The report send time is based on the time zone of the person who created the report. 
  
  Example: if you are in Los Angeles and created the report to send at 10:00 AM, your colleague in New York will receive the report at 1:00 PM.

Updated September 01, 2026 21:41