Report Email Recipients

Assign recipient address lists to scheduled reports. The daily, weekly, and monthly sales and purchase-order summaries are seeded here first, and future reports can use the same config table.
ReportTo RecipientsCC Recipients
Email Safe / Spam / Neither: User Inboxes Weekly
Weekly email classification breakdown for direct @hec.co.uk and @mpcservices.co.uk user inbox recipients, excluding known shared and system mailboxes.
Updated 2026-05-18 07:07:32
Email Safe / Spam / Neither: Weekly
Weekly email classification breakdown covering the previous 4 completed weeks.
Updated 2026-05-18 13:19:55
HEEA Daily Response Review / Algorithm Change Report
Daily draft review of production-origin Instant and Action requests/responses, proposing prompt, truth-pack, and system improvements without auto-applying them.
Updated 2026-05-13 07:50:48
HEEA Instant Review
Monday- and Thursday-night review of instant-question themes, truth-pack updates, and research gaps for the executive assistant.
Updated 2026-05-04 09:10:12
HEEA Instant Truth Pack Refresh
Manual or scheduled rebuild of the Monolith-backed Instant truth packs and contact engine, with a summary email.
Updated 2026-05-06 15:45:28
Installs Surveyor Stale Scheduled Jobs Review
Review-first classification of stale scheduled jobs on Installs Surveyor, with a narrow safe-cancel bucket.
Updated 2026-04-24 14:02:47
Office / Admin Stale Open Jobs Review
Review-first classification of stale office/admin open jobs, with a narrow low-risk close candidate bucket.
Updated 2026-04-24 14:09:12
Onsite Engineer Mobile Jobs Review: Daily
One email per real engineer reviewing what is still on the onsite mobile jobs board and what needs invoicing or data cleanup.
Updated 2026-04-27 16:01:51
Onsite Sent Invoice / Not Validated: Weekly
Jobs where the latest linked invoice is still sent, older than a week, and the job is not validated.
Updated 2026-04-27 14:57:21
Purchase Order Executive Summary: Daily
Daily purchase order snapshot for yesterday, with the week context.
Updated 2026-04-11 09:49:27
Purchase Order Executive Summary: Monthly
Monthly purchase order snapshot for the previous month, with rolling 12-month context.
Updated 2026-04-11 09:49:27
Purchase Order Executive Summary: Weekly
Weekly purchase order snapshot for the previous week, with month-to-date context.
Updated 2026-04-11 09:49:27
Rob Direct Inbox Priority Review: Daily
Daily four-box review of Rob Preston's previous-day direct inbox, excluding Cc and broad/group/shared-recipient delivery.
Updated 2026-05-13 07:10:37
Rob High-Leverage Inbox Context Review: Daily
Daily follow-up context pack for Rob Preston's previous-day high-leverage direct inbox topics, with dated source-of-truth view.
Updated 2026-05-13 07:10:37
Sales Executive Summary: Daily
Daily sales snapshot for yesterday, with the week context.
Updated 2026-04-02 18:07:21
Sales Executive Summary: Monthly
Monthly sales snapshot for the previous month, with rolling 12-month context.
Updated 2026-04-02 18:07:21
Sales Executive Summary: Weekly
Weekly sales snapshot for the previous week, with month-to-date context.
Updated 2026-04-02 18:07:21
Supplier Bill Trace Review
Record-by-record supplier bill review against likely POs, jobs and customer invoices.
Updated 2026-04-11 10:34:25
Tankering / Jetting Review Report
Customer tanker/jetting invoice review versus selected supplier purchase bills.
Updated 2026-04-11 10:14:39