Configuration Admin

Email reports, push alerts, alert thresholds and comparison basis. Some of it is yours; the rest is the whole organization's.

Email reports

Two toggles, both yours alone:

Daily Report — yesterday's summary, every morning at 7am.

Weekly Report — the week, every Monday at 7am.

The toggle is the only choice. The email itself is not configurable — you cannot pick sections, add columns, or change the time.

What is in it depends on who you are. NexReps builds it from your role and your venue access:

  • Access to one venue → that venue's numbers
  • Access to several → all of them, grouped
  • A chef → the kitchen's version: food cost, top items, invoices waiting

Nobody sets any of that. It follows from your account, which means it is right for you and different from your GM's, without either of you configuring anything.

Push notifications

Enable on this device — the master switch. It is per device, not per account. Turning it on here does nothing for your phone, and vice versa. Enable it on each device you want alerts on.

Then choose what comes through:

Daily Report — yesterday's summary at 7:30am.

AI Forecast Ready — today's predictions are available.

End of Service — revenue when a service ends.

Sales Alerts — sales dropped below expected.

Discount Alerts — discounts crossed the threshold.

Push needs the installed app

An alert cannot reach a browser tab that is closed.

On iPhone this is not a preference, it is a requirement: NexReps must be on your home screen before push works at all. Apple allows no exception. See Install the app.

Choosing what to turn on

Everything is on by default, which is the wrong setting for most people.

Daily Report by email and Daily Report by push are the same content, twice. Pick one.

End of Service on twenty venues is twenty notifications a night. Useful if you run one room; noise if you run a group — check the dashboard instead.

Sales Alerts and Discount Alerts are the two worth keeping. They fire when something is wrong, and only if the thresholds below are set honestly.

A phone that buzzes forty times a day is a phone nobody reads.

Alert thresholds

Admin

Discount alert — the share of gross above which discounts are flagged. App default: 7%.

Sales warning — how far below average sales must fall before you hear about it. App default: 20%.

These set the organization default. Underneath, a per-venue list lets you override any venue individually — a venue showing Inherits org is using the default.

Override where the venue is genuinely different. A takeout counter and a tasting room do not have the same normal discount rate. Forcing them to share a threshold means one of them is always crying wolf.

Leave blank to use the app default.

Tuning them

The defaults are a starting point, not advice.

An alert that fires every day is not an alert — it is wallpaper, and within a week nobody reads it. If a venue trips its discount threshold nightly and that is normal for that venue, the threshold is wrong, not the venue.

Set them so that a firing alert means something happened.

Comparison basis

Admin

Last week, last month, or last year.

This is the reference every delta in NexReps is measured against. Dashboard, Daily — the vs figure and the green or red percentage all come from here.

One setting, whole organization, no exceptions. Every user of your org sees the same basis. Nobody can switch it for themselves; there is no per-user override and no per-page override.

That is deliberate. If two people looking at the same dashboard could be comparing against different periods, they would disagree about the numbers and both be right. A comparison basis is only useful if everyone shares it.

Which one to pick

Last week — for operations. Same weekday, seven days ago. Close enough that the room, the menu and the weather are roughly the same.

Last month — a middle ground.

Last year — for the business. Captures season. A February against last February says something a February against January cannot.

Most groups run last year on the dashboard and use Weekly for the short view — Weekly has its own comparison picker and ignores this setting entirely.

Venues with no history

A venue that opened three months ago has nothing to compare against last year. Its comparison will be empty rather than wrong.

That is the honest outcome. If most of your venues are young, last week or last month will serve you better until they have a year behind them.

Next

Venues — addresses, hours, and what a service is.