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- Name: as already described will be shown to the user who is actually sending out the report
- Document type: this will define at what places the report will be available for sending out. A few possible values are reservation, housekeeping and reminder. Reservation specific should be included if you want to be able to send the report from Reservation Manager.
- Distribution Channel: some places limit the number of reports shown based on this value. If for example a reservation is made by an Online Travel Agent and you would just like to show only reports with specific content for OTA's then define these OTA DC's in this report.
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Notification Manager can be used to automate sending reports by means of Tasks. A tasks task consists of 2 parts:
- a (set of) condition(s): if a reservation matches the condition then the report will be created for this reservation
- an action with receiver: the action itself, usually only email report, + the receiver of the email, which could be anyone involved (customer, agent, owner, location contact, etcetera)
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