Scheduled Report Subscriptions

Every report tab in JourneyFuse has a Subscribe button in the top-right. Click it once and the report shows up in the right inbox on the right schedule — forever — without anyone having to remember to check.

This is the single biggest reporting gap in every other travel-agency CRM we evaluated. TESS, Trams, Tern, Travel Joy, Travefy — none of them schedule reports natively. Trams supports it only via a separate Crystal Reports add-on with a consultant. JourneyFuse builds it in.

Setting Up a Subscription

On any Reports tab → click the Subscribe button next to the tab strip.

You'll see a dialog:

• Recipients — one or more email addresses, comma-separated. Doesn't have to be a workspace member; you can send to a partner agency, your accountant, etc.
• Frequency — Daily / Weekly / Monthly
• Day of week (for weekly) — Monday default
• Day of month (for monthly) — 1 default
• Hour — 7am default. Workspace timezone.
• Format — HTML (in-email), CSV (attached), or PDF (attached)

Click Add subscription. The dialog stays open and the new entry appears in the "Active subscriptions for this report" list below.

Active Subscription List

Every existing subscription for the current report tab is listed:

• Recipients — who gets it
• Schedule — when it fires
• Format — HTML, CSV, PDF
• Last sent — date the cron last delivered it (or "never sent yet" before the first run)

Each row has two buttons:

• Pause/Resume — toggles is_active. Paused subscriptions don't fire but stay configured.
• Delete — removes the subscription permanently.

Common Patterns

Owner daily snapshot: Subscribe the Agency Ops tab to your own email, daily at 7am. You see Past Due, Unclaimed Bookings, Sales by Agent, and Users Last Login before standup every morning.

Weekly agent digest: Subscribe Revenue + Commissions to each advisor's email, weekly Monday 7am. Each agent starts the week knowing where they stand.

Monthly accountant pack: Subscribe Commissions to your bookkeeper, monthly day 5, CSV format. Your books get reconciled without any manual exports from you.

Quarterly board update: Subscribe Agency Ops to your board, monthly day 1, PDF format. They see top suppliers, advisor pace, and rolling 12-month commission against IATA/CLIA thresholds.

How Delivery Works

A daily cron job runs at 12:00 UTC and finds all active subscriptions whose schedule fires today. For each:

1. Looks up the workspace + report key.
2. Renders an email with a link back to the report (today's MVP). Full templated CSV/PDF rendering rolls out in upcoming versions for selected reports.
3. Sends to each recipient via Resend.
4. Updates last_sent_at and clears any prior last_error.

If a delivery fails, the error is captured in last_error and the subscription stays active — it'll retry on its next scheduled run.

Who Can Subscribe

Owner / Admin only. Support staff and agents can't create subscriptions to financial reports.

Recipients can be anyone — they don't need a JourneyFuse account. This is deliberate: bookkeepers, partner agencies, and board members shouldn't need to log in.

Privacy & Security

• Subscription rows live in the workspace and follow RLS — owners and admins only.
• Email content carries a link back to the live report. Recipients without a JourneyFuse account will hit the login wall when they click through.
• Recipients who are workspace members go straight into the report (subject to their role's visibility).
• Pausing a subscription stops delivery immediately. Deleting removes the row.

Formats

• HTML — Styled link-back email. Works for every report.
• CSV attachment — Available now for Revenue, Commissions, and Agency Ops. CSV opens cleanly in Excel/Sheets and is the right pick for bookkeepers and accountants who want to slice the numbers themselves.
• PDF attachment — Available now for Revenue, Commissions, and Agency Ops. PDFs are paginated and footer-numbered — good for board packs and printed reviews.

For other reports (Trips, Leads, Products, Cruise), CSV/PDF will fall back to an HTML link-back with a "not yet supported" note. We're prioritizing CSV/PDF for those next.

Limitations Today

• Single report per email. No "bundle Revenue + Commissions into one email" yet. Each subscription is one report.
• No filter persistence. Subscriptions deliver the report with default filters (full date range, all agents). Custom filter sets per subscription are on the roadmap.
• Workspace timezone. "Hour of day" is currently UTC. Workspace-TZ-aware delivery is coming.

FAQ

Will this hammer my inbox? Daily delivery max is 1/day, and you control who gets each subscription. Pause anything you stop reading.

Can I subscribe to multiple reports in one click? Not yet — one subscription per report. Set up the 3-4 you care about and you're done.

What if I want to subscribe an agent to a filtered-to-them view? On the roadmap. For now, agents can pull their own view by logging in.

What happens if I remove a workspace member listed as a recipient? The subscription keeps running — recipients are email strings, not user IDs. Update the recipients list in the dialog when team changes.