How to schedule a summary report

How to schedule a summary report

Summary email reports can be set up to inform your administrators about incidents, investigations and actions, by location, on a daily, weekly or monthly basis.

Multiple "Summary reports" can be created for different locations, frequencies and statuses.

 

How create regular recurring Summary reports for admins:

Click on the “Settings” page.

Select “Users.”

Search for the admin using the filter options.

Click on the “menu dots” and select the “Edit user profile” option.

Select the “Reports” option in the editing section.

Choose the “Location”

Select the “Frequency”: Daily, Weekly or Monthly

Select at least one of the “Reports” options:
  1. Partially Submitted New Reports

  1. Reports Awaiting Assignment

  1. Investigating

  1. Investigations Awaiting Approval

  1. Corrective Actions Outstanding

  1. Corrective Actions Closed

  1. Incidents Awaiting Closure

  1. Incidents Closed

“Save” the changes and repeat the steps for additional summary reports.



    • Related Articles

    • How to edit or delete a summary report

      To change an existing summary report or to delete a report which is no longer required: Click on the “Settings” page. Select “Users.” Search for the admin using the filter options. Click on the “menu dots” and select the “Edit user profile” option. ...

    • Summary reports explained

      Summary email reports can be set up to inform your Administrators about incidents, investigations and actions, by location, on a daily, weekly or monthly basis. Reports can be created by location and status. Summary report status options: Partially ...

    • How to run a report

      There are a number of ways to run reports: Standard Reports: These are available from the “Reports” page. Select the “Report type”, the “Level or Location” and the “Date range” to “Generate Report.” The report can be “Exported to Excel.” Note: Admins ...

    • How to edit an incident report

      Incident reports can be edited at various stages of the incident workflow. Some changes may be minor, in which case changes can be saved by clicking the “Save and next” button at the bottom on the report section page and exiting by clicking back on ...

    • What is a Quick Report?

      The Quick Report option lets you hide certain sections of the incident report. The report is simplified so employees and users can quickly report incidents via the quick link, QR Code poster, or yellow Induct app. Email alerts will go to the ...