> ## Documentation Index
> Fetch the complete documentation index at: https://docs.payreque.st/llms.txt
> Use this file to discover all available pages before exploring further.

# Daily Business Summary

> Receive an automated daily morning email with overnight activity, payments, orders, and key business metrics from the last 24 hours

# Daily Business Summary

Start every workday with a clear picture of what happened in your business. The Daily Business Summary is an automated email report delivered each morning at 8:00 AM, covering the last 24 hours of activity — including overnight billing jobs, payments, new customers, and your current business health.

<Tip>
  The Daily Business Summary is **opt-in** — it's disabled by default. Enable it in **Settings → Notifications** under the **Reports & Digests** category.
</Tip>

## What's Included in Your Summary

The daily email is organized into four clear sections so you can quickly scan what matters most.

### Overnight Activity

Every night, PayRequest runs automated jobs to keep your billing running smoothly. The summary tells you exactly what happened:

| Job                         | What It Tracks                                                 |
| --------------------------- | -------------------------------------------------------------- |
| **Subscription Renewals**   | How many subscriptions were billed and total revenue collected |
| **Renewal Failures**        | Subscriptions that failed to renew (payment issues)            |
| **Trial Conversions**       | Free trials that converted to paid subscriptions               |
| **Invoice Reminders Sent**  | Automated payment reminders sent to customers                  |
| **Debt Collection Notices** | Debt collection emails processed                               |

<Info>
  Overnight jobs run on a fixed schedule: subscription billing at 5:00 AM, trial conversions at 6:00 AM, debt collection at 7:00 AM, and invoice reminders at 9:00 AM. The daily summary is sent at 8:00 AM covering the last 24 hours, so it includes the current night's billing and trial jobs plus yesterday's reminders.
</Info>

The summary includes smart alerts:

* **All renewals successful** — a green confirmation so you know everything is healthy
* **Renewal failures detected** — a warning with the count, prompting you to check your subscriptions dashboard

### Payments & Revenue

A quick snapshot of money flowing through your business:

* **Payments Received**: Total number of successful payments
* **Revenue**: Total amount collected
* **Failed Payments**: Payments that didn't go through
* **Chargebacks**: Disputes initiated by customers (count and amount)
* **Refunds**: Refunds processed (count and amount)

### Customers & Orders

Track your business growth day by day:

* **New Customers**: Customers who registered or were added
* **New Orders**: Orders placed (with total value)
* **New Subscriptions**: Recurring subscriptions started
* **Cancelled Subscriptions**: Subscriptions ended by customers

### Current Status

A real-time health check of your business at the time the report is generated:

* **Active Subscriptions**: Total active recurring subscriptions
* **Outstanding Invoices**: Unpaid invoices (count and total amount)
* **Overdue Invoices**: Past-due invoices that need attention (count and total amount)

<Warning>
  When you have overdue invoices, the summary includes a direct **"View Invoices"** button so you can take action immediately.
</Warning>

## Enabling the Daily Summary

The Daily Business Summary is disabled by default. To enable it:

1. Navigate to **Settings** in your dashboard
2. Click on the **Notifications** tab
3. Scroll to the **Reports & Digests** section
4. Toggle **"Daily Business Summary"** to ON

<Tip>
  You can enable or disable the summary at any time. Changes take effect for the next morning's delivery.
</Tip>

## Delivery Schedule

| Detail               | Value                          |
| -------------------- | ------------------------------ |
| **Delivery Time**    | 8:00 AM daily                  |
| **Reporting Period** | Last 24 hours                  |
| **Sent To**          | Your registered account email  |
| **Queue**            | Processed via the emails queue |

### What the 24-Hour Window Covers

Since the email is sent at 8:00 AM, the reporting window runs from **yesterday 8:00 AM to today 8:00 AM**. This means each summary includes:

* **Yesterday's daytime**: Customer sign-ups, orders, payments throughout the day
* **Last night's jobs**: Subscription billing (5:00 AM), trial conversions (6:00 AM), debt collection (7:00 AM)

This ensures you never miss overnight activity in your morning briefing.

## Daily Summary vs Monthly Report

PayRequest offers two automated reports that complement each other:

| Feature       | Daily Business Summary                      | Monthly Subscription Report                      |
| ------------- | ------------------------------------------- | ------------------------------------------------ |
| **Frequency** | Every day at 8:00 AM                        | 1st of each month at 8:00 AM                     |
| **Period**    | Last 24 hours                               | Previous calendar month                          |
| **Focus**     | Operational overview                        | Strategic subscription analytics                 |
| **Includes**  | Payments, orders, customers, overnight jobs | MRR, ARPU, growth rate, churn rate, top products |
| **Best For**  | Daily operations monitoring                 | Monthly business review                          |
| **Default**   | Off (opt-in)                                | On (opt-out)                                     |

<Tip>
  For the best insights, enable both reports. Use the **Daily Summary** to stay on top of day-to-day operations, and the **Monthly Report** for strategic planning and trend analysis.
</Tip>

## Making the Most of Your Daily Summary

### Morning Routine

Spend 2 minutes each morning to:

1. **Check overnight billing**: Were all renewals successful? Any failures to address?
2. **Review payments**: How much revenue came in yesterday?
3. **Spot issues early**: Any chargebacks, refunds, or failed payments?
4. **Track growth**: New customers and orders trending up or down?
5. **Handle overdue invoices**: Click through to follow up on past-due payments

### When to Take Action

| Signal                     | Action                                                              |
| -------------------------- | ------------------------------------------------------------------- |
| Renewal failures > 0       | Check failed subscriptions, contact customers about payment methods |
| Chargebacks received       | Review disputed transactions, improve payment descriptions          |
| Overdue invoices growing   | Send manual reminders or enable automated reminders                 |
| No new customers in days   | Review marketing efforts, check shop availability                   |
| Failed payments increasing | Investigate payment provider issues                                 |

## Frequently Asked Questions

<AccordionGroup>
  <Accordion title="Will I receive a summary on days with no activity?">
    Yes. A summary with zero activity is still valuable — it confirms your systems are running and nothing needs attention. The "Current Status" section always shows your live business metrics.
  </Accordion>

  <Accordion title="Can I receive the summary at a different time?">
    Currently, the summary is sent at 8:00 AM (Europe/Amsterdam timezone). This timing is optimized to include overnight billing results (5:00-7:00 AM) while arriving before your workday starts.
  </Accordion>

  <Accordion title="Does the daily summary affect my email quota?">
    The daily summary uses the same email system as all PayRequest emails (Postmark). It counts as one transactional email per day per account.
  </Accordion>

  <Accordion title="What's the difference between the daily summary and real-time notifications?">
    Real-time notifications (like "Payment Received" or "New Order") are sent immediately when events occur. The daily summary is a consolidated overview of everything that happened in the last 24 hours, including background job results that don't trigger individual notifications.
  </Accordion>

  <Accordion title="Can I customize which sections appear in the summary?">
    Currently, all sections are included in every summary. The email is designed to be a quick scan — sections with zero activity take up minimal space.
  </Accordion>
</AccordionGroup>

## Next Steps

<CardGroup cols={2}>
  <Card title="Monthly Subscription Report" href="/analytics-and-reporting/monthly-subscription-report" icon="chart-pie">
    Enable the monthly report for deeper subscription analytics and strategic insights.
  </Card>

  <Card title="Insights Dashboard" href="/analytics-and-reporting/insights-dashboard" icon="chart-mixed">
    View real-time business metrics directly in your dashboard.
  </Card>

  <Card title="Email Automations" href="/organization-and-automation/email-automations" icon="envelope-circle-check">
    Set up automated emails for customer communication and payment follow-ups.
  </Card>

  <Card title="Failed Payment Handling" href="/subscriptions/failed-payment-handling" icon="credit-card-slash">
    Learn strategies to recover failed subscription payments.
  </Card>
</CardGroup>

***

*The Daily Business Summary keeps you informed without checking your dashboard. Enable it today and never miss what happened overnight.*