Choose recipients and understand saved report snapshots.
Outcome: owners can follow Performance without rebuilding the monthly picture from an email.Open Performance → Settings. The page reads top to bottom: when your day ends, who gets which emails, then delivery history.
Reporting time
The first line shows Your day ends at 3am (or your chosen hour). Select Change to pick another hour, select Preview to see when it starts, and select Confirm. You can’t preview the hour you already use. If no time is set yet, the page opens with First, choose when your day ends; emails stay off until you choose one. Past settings are under History. See Reporting time for how the reporting day works.
Recipients and frequency
If the page shows Email sending isn’t on yet, you can still save your choices; nothing is sent until sending is turned on.
Each owner is one row in a table with Daily, Weekly, and Monthly columns.
Tick the frequencies each owner should receive.
Select Save.
After a period finishes, check Delivery history.
Subscriptions start off. Reports use the hour your day ends: daily periods, Monday-to-Sunday weeks, and reporting months. An hourly check finds due reports; delivery is not guaranteed at the exact minute. How emails work on the page covers the basics; the small print is below.
What happens after enabling reports or an outage?
Each email covers the first full day, week or month after you tick it, which can include activity from before you opted in. After an outage, the system catches up with the latest missed summary for each frequency rather than emailing every missed period. Opting out stops queued mail, but a send already in progress cannot be recalled.
Delivery history
Reports appear as one line each, up to the latest 50, for example Daily · 7 Oct 2026 · Sent to 2. Open a line to see each recipient’s status in plain words: Sent (the mail service accepted it; that is not proof it reached the inbox), Retrying, Not sure it arrived, Failed, or Dismissed, with attempts, the provider reference, the next retry, and any catch-up range.A report with a failed or uncertain recipient is marked Needs a look and opens automatically. Check the recipient inbox before acting; the provider may already have accepted the email. To stop retries, open Resolve delivery, write a resolution note, and select Keep dashboard copy; stop retries. Dismissing does not mark the email as sent.
Read a snapshot
Select a report line to open it. The net sales figure comes first. An email describes the information available when that report was generated. No recorded sales does not prove the shop was closed or that actual sales were zero.Later corrections can change the dashboard while the original email stays unchanged. When that happens, the report shows Now and Emailed side by side in one table. Correction emails are not sent automatically. Review qualifications lists what the figures leave out.Ready when: the intended owners and frequencies are saved, and delivery history has no Needs a look lines left unresolved.Return to the monthly answer to act on the result.
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