TakeSheet allows the Management Report to be shared via email to individual recipients or pre-configured email groups. Setting up email groups in advance makes it easy to distribute the report to all relevant stakeholders in a single action at the end of each trading period.
Who Can Configure Email Groups
Email group configuration is available to Admin users only. If you need a group created or updated and don't have Admin access, contact your venue's Admin user.
Setting Up an Email Group
Navigate to Settings > Group Management.
Enter a name for the group — for example, "Finance Team" or "Venue Managers."
Add individual email addresses to the group. After entering each email address, press Enter to confirm it before adding the next.
Review all email addresses carefully before saving — incorrect addresses will result in the report not reaching the intended recipient.
Save the group — it will now appear as a selectable option when sharing the Management Report.
Managing Existing Groups
Email groups can be updated at any time from Settings > Group Management. If a staff member leaves or a new stakeholder needs to be added, update the relevant group to ensure the right people are always receiving the report.
Tip: We recommend setting up separate email groups for different stakeholder levels — for example, one group for venue operations staff and another for finance and ownership. This gives you flexibility to share the right report with the right people without having to manage individual recipients each time.