> ## Documentation Index
> Fetch the complete documentation index at: https://docs.flexwash.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Email Reports and Alerts

> Get your daily numbers, deposit details, and alerts on chargebacks, refunds, discounts, and gate opens in your inbox, so problems reach you before they cost you.

FlexWash emails reports and alerts to any user in your organization. Each user
picks the emails they want and the car washes each email covers. FlexWash sends
the email to the address on the user's profile.

## Email types

| Report Type | Delivery | What it sends |
| - | - | - |
| **Daily Performance** | Scheduled | Revenue, washes, members, labor, deposits, expected cash deposit, cash back, and cash over / short |
| **Accounting Daily Csv Export** | Scheduled | The accounting data for the latest completed deposit, as attached CSV files |
| **Accounting Monthly Csv Export** | Scheduled | The accounting data for the previous month, as attached CSV files |
| **Notification Of Chargeback** | Instant | The order, amount, and reason for a new chargeback, and the defense deadline if it can be defended |
| **Manual Gate Opens** | Threshold | An alert when manual gate opens reach a percentage of the day's washes |
| **Discounts** | Threshold | An alert when the day's total discounts reach a dollar amount |
| **Refunds** | Threshold | An alert when the day's total refunds reach a dollar amount |
| **Skip Queue Washes** | Threshold | An alert when the day's skip queue washes reach a count |

## Setting up an email

Users with **Admin** access or higher can set up emails for other users. The
**Email Reports** section appears when you edit an existing user, not when you
create one.

1. In the left sidebar, click **Users** in the **Admin** section, then open the user.
2. In the **Email Reports** section, click **Add**.
3. Select the **Report Type**.
4. Select the car washes. The two accounting exports cover one car wash. All
   other types can cover several.
5. Complete the settings for the delivery type. See below.
6. Click **Save**.

![Adding an email report and choosing its Report Type](https://mintcdn.com/flexwash/QYF_b2pFY5IwLQms/configuration/users-and-admin/email-alerts/report-types.png?fit=max\&auto=format\&n=QYF_b2pFY5IwLQms\&q=85\&s=80a730f634b389fcc5378a820bcc403b)

When an email covers several car washes, FlexWash combines them into one email.
Threshold alerts compare one combined total across those car washes.

To send a saved report right away, click **Send Now** on it. To stop an email,
click **Delete** on it and save the user.

![A scheduled report, a threshold alert, and a chargeback notification on a user](https://mintcdn.com/flexwash/QYF_b2pFY5IwLQms/configuration/users-and-admin/email-alerts/email-reports.png?fit=max\&auto=format\&n=QYF_b2pFY5IwLQms\&q=85\&s=14d77a941bfc060d9a85035a10c53a9c)

For more on user profiles, see [Users](https://docs.flexwash.com/configuration/users-and-admin/users.md).

## Scheduled reports

Scheduled reports send at the **Send Time** you choose, in the user's time
zone. Send times are on the hour. The default is 10:00 AM.

* **Daily Performance** covers the current day up to the send time. Choose a
  send time after the car wash closes to get the full day.
* **Accounting Daily Csv Export** sends at the send time when a new deposit has
  completed since the last email. If no new deposit completed, FlexWash skips
  that day.
* **Accounting Monthly Csv Export** sends on the 1st of each month and covers
  the previous month.

Both accounting exports attach four CSV files: accounting, journal entries,
journal entries import, and revenue analytics. For what the deposit figures
mean, see [Deposits](https://docs.flexwash.com/reports/deposits.md).

## Chargeback notifications

**Notification Of Chargeback** sends as soon as a chargeback opens. It has no
schedule or threshold. The email shows whether the chargeback can be defended
and the deadline to respond.

> [!WARNING]
>
> FlexWash sends chargeback notifications to users whose **Primary Car Wash** is
> the car wash with the chargeback. The car washes selected on the email do not
> change who receives it. To get chargeback alerts for a car wash, set it as the
> user's **Primary Car Wash**.

For what to do with a chargeback, see [Chargebacks](https://docs.flexwash.com/reports/chargebacks.md).

## Threshold alerts

Threshold alerts watch a number for the current day, in the user's time zone,
and email the user when it reaches the **Threshold Value**.

| Report Type | Threshold Value |
| - | - |
| **Manual Gate Opens** | A percentage: manual gate opens divided by washes |
| **Discounts** | A dollar amount of total discounts |
| **Refunds** | A dollar amount of total refunds |
| **Skip Queue Washes** | A number of skip queue washes |

FlexWash checks thresholds every 10 minutes from 6:00 AM to 10:59 PM Pacific
time (9:00 AM to 1:59 AM Eastern). The count starts over each day.

**Alert Cooldown Hours** sets the minimum time between two alerts for the same
email. For example, with a cooldown of 4, the user gets at most one alert every
4 hours. After the cooldown, the user gets another alert if the total is still
at or above the threshold.

**Send Now** on a threshold alert sends the alert right away, without checking
the threshold or the cooldown.

> [!TIP]
>
> Set threshold alerts for the owner or manager who acts on them. A refunds or
> discounts alert at a low threshold catches unusual activity on the same day.


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