Before You Begin
Ensure you have:
Administrative access to Reports and Workflows
Knowledge of which email address should receive the consolidated reports
Understanding of your preferred delivery time and format
Method 1: Scheduled Daily Reports
This is the recommended method for most organizations as it provides a clean, formatted summary.
Steps
Navigate to Reports → + Add Report
On the Report Details page, configure:
Set Primary Module = Intake Opportunities
Add filter: Created Time = Today
Name your report (e.g., "Daily Intake Summary")
Check the Schedule Report option
Configure scheduling:
Set Run Report = Daily
Choose At Time and select your preferred delivery time
Select Recipients or use Send to specific email for an alias
Choose your preferred File Format (PDF or CSV)
Save the report
Expected Result
You will receive one email daily at your specified time containing all intake opportunities created that day in your chosen format.
Method 2: Built-in Daily Admissions Email Workflow
Dazos includes a pre-configured workflow called "Daily Admissions Email" that automatically sends consolidated daily emails.
Steps
Navigate to Settings → Automation → Workflows
Look for the workflow named "Daily Admissions Email"
Verify the workflow is active and configured correctly
Check that it's set as a "list-based email workflow" with time interval triggers
Ensure the recipient email addresses are correct
💡 Note: This workflow is designed to loop through all intake opportunities for the day and send them in a single consolidated email.
[LOOP_START] — List-Based Information starts here
[LOOP_END] — List-Based Information ends here
Troubleshooting Common Issues
Still Receiving Individual Emails?
If you're still getting one email per intake creation, check that:
Any existing record-creation-triggered workflows are disabled or modified
The "Daily Admissions Email" workflow hasn't been accidentally modified
Your email filters aren't separating the consolidated emails
Daily Admissions Email Not Working?
The built-in "Daily Admissions Email" workflow may have been modified or disabled. Contact Dazos Support to restore the original configuration.
Tips & Best Practices
✅ Limit Scheduled Reports: Keep scheduled reports under 5 per week to reduce email noise
✅ Test First: Test your configuration with a small group before rolling out organization-wide
✅ Choose Appropriate Times: Schedule delivery for times when staff can act on the information
⚠️ Don't Disable Built-in Workflows: The "Daily Admissions Email" is designed for this purpose - modify recipient lists rather than disabling it
Related Resources
How Do I Build a Report in Dazos (CRM)
Workflow configuration guides
Contact Dazos Support for assistance with the Daily Admissions Email workflow