Except Reports which are available directly on web, is possible to set email reports. This is easy way how to get reports to object manager or customer without web access.
- Go to Reports and Schedule
- For adding a report schedule click on add green button
- In first tab choose Basic options
- Type of report – choose between Patrols report with evaluation, list of Checkpoints and Tasks reports
- Period of reports sending – Daily, Once a week or monthly
- Reference time – for daily report it is last 24 hours from reference time. If the reference time will be 6:00:00, daily report will contain last 24 hours from 6:00:00
- Generation time – recommended little bit higher because some data could arrive later
- Format – PDF or CSV (Excel)
- Deliver as attachement or link for download
- If this option is checked, you will not recieve any report, if there are no data
- Then go to next tab Localities, where you can choose from which locality or localities you would like to receive reports. Next.
- You cal also Filter reports by name or patrol definition
- Last step Recipients – choose users from system or add email address (press after email typing to add)
- Click on Save button. Done.
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