Approve daily reports and email them as PDFs

The “PDF distribution approval” screen shows the previous business day's reports. Only the ones you approve are emailed as PDFs. This article covers recipients, approving and skipping.

Important: Nothing is sent automatically. A report you have not approved stays pending and no email goes out.

1. Register the recipients

1. Open “Daily report PDF email (approval required)” in “Organization settings” under “Manage”.
2. Turn on “Collect reports for distribution each morning”.
3. Enter your recipients in “Recipient email addresses”, one per line.
4. Select “Save”. “Distribution settings saved.” appears.

2. Review the content and approve

Caution: “Approve & send” builds the PDF and emails it to your recipients at once. It cannot be undone. Check the recipients and the sheet first.

1. Open “PDF distribution approval” from the pending notice above the “Feed”, or from “Review & send pending PDFs” in “Organization settings”.
2. Check the addresses under “Recipients”.
3. Select “Review content (same as the PDF)” and read the sheet that will arrive.
4. If the content is fine, select “Approve & send”. You are done when “PDF sent.” appears.

3. Skip a distribution

1. For a report you will not send, select “Don't send” and confirm.
2. When “Skipped without sending.” appears, that report leaves the pending list.
3. If you skipped by mistake, select “Undo skip”. “Undone — the report is back in the pending list.” means it is restored.

If it does not work

• The approve button is missing — no recipients, or distribution is off. Register them from “Change settings”.
• The pending list is empty — nothing was submitted yesterday, or it is already approved or skipped.
• A red notice says sending failed — the report is back in the pending list. Approve it later.

FAQ

• When do reports become pending? — Those submitted on the previous business day are collected next morning.
• What if a report is edited before I approve? — What arrives is the content at the moment you approve.
• How many recipients can I register? — Up to 20. Enter one per line.
• Can members see this screen? — No. It is for admins and managers only.

Read next

• Print a report, save it as PDF, and share it outside — hand over a single report on the spot.
• Sign-off — approve a report — put a name in the approver field.