---
title: How can I set up Revel's auto-delivery of reports to fileAI?
description: "1. Create a new Tag  under &quot;Tags&quot; tab    2.  Next, create a forwarding email address from fileAI under &quot;Forwarding emails&quot; tab    Note: You can rename your forwarding email address at any time after c"
---

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# How can I set up Revel's auto-delivery of reports to fileAI?

**1. Create a new Tag  under "Tags" tab**

- You can label the tag as "Sales", "Revel POS" or "POS Sales" for example
- Tags are customisable and can be tailored to your preference

![](https://help.file.ai/hubfs/Screenshot%202023-05-09%20at%2011-20-17%20AM-png.png)![](https://help.file.ai/hubfs/Screenshot%202023-05-09%20at%2011-20-41%20AM-png.png)![](https://help.file.ai/hubfs/Screenshot%202023-05-09%20at%2011-25-55%20AM-png.png)

 

**2.  Next, create a forwarding email address from fileAI under "Forwarding emails" tab**

- Select the Tag that you've created for your sales reports
- Select your choice of Processing Strategy (This determines how fileAI will read the email)
- Select your file types (E.g. If Revel reports are in PDF, the only file type you need to select would be PDF)
- Hit "Save" and your forwarding email address is successfully created!

**![](https://help.file.ai/hubfs/Screenshot%202023-05-09%20at%2011-44-14%20AM-png.png)**

![](https://help.file.ai/hubfs/Screenshot%202023-05-09%20at%2011-39-13%20AM-png.png)

![](https://help.file.ai/hubfs/Screenshot%202023-05-09%20at%2011-39-44%20AM-png.png)

***Note: You can rename your forwarding email address at any time after creation, click into "Edit" to do so***

![](https://help.file.ai/hubfs/Screenshot%202023-05-09%20at%2011-40-12%20AM-png.png)

 

**3.  Lastly, login to your Revel portal and insert the forwarding email address that you've just created in fileAI**

- With Revel's automatic report delivery functionality, you can set up when, where, and which reports are sent out
- For a detailed step-by-step guide on how to insert the forwarding email address in Revel, kindly refer to the link attached [here](https://support.revelsystems.com/s/article/Auto-Delivery-of-Reports-1583149669622)

***Sample of a successful set-up in Revel based on Operations Daily Report***

The specifications of what is required for sending Operations Daily Report is as follows:

- Daily
- Operations Daily Report
- PDF format
- Forwarding Email: \<Email Input\>

![Screenshot 2024-01-12 at 2.39.42 PM](https://help.file.ai/hs-fs/hubfs/Screenshot%202024-01-12%20at%202.39.42%20PM.png?width=688&height=540&name=Screenshot%202024-01-12%20at%202.39.42%20PM.png)

 

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