How to set up a report

How to set up a report

Reports can be generated to export data from your package. We have various default reports to choose from and recommend generating the report relevant to the data you wish to export. This data can be narrowed down based on the filters applied to the report.

Setting up a report

  1. Go to the top header menu and click on the "Report" tab.
    Note: You can choose to set up a report for a specific location or for all sites.
  2. To select a location, find it in the location structure:
  3. Click the small triangle next to the location name to see the admins allocated to that location:
  4. Select the admin who should view and receive the report. 
    Note: If you’re setting up the report for yourself, make sure to select your name.
  5. Click the green "Add New Report" button:
  6. Give your report a name that you’ll easily recognise. For example, name it "Weekly Overdue Audits Report.":
  7. Choose the section you want to report on from the drop-down menu. For this example, select the “Audit” section:
  8. Choose how often you want to receive the report. For this example, select "Weekly" to receive the report every week:
  9. You can add additional filters such as Location, Audit Form, Audit Frequency, or Responsible Person:
  10. Once you’ve set all the report criteria, click the green "Add New" button:



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