Scheduled Reports

Schedule reports to automatically email you or your team including recent reports, training status, inspection status, participation, follow-ups, and more.


You can always login to KPA EHS & run detailed status reports throughout the system, but sometimes you want that information to come to you. With scheduled reports, you can setup daily, weekly, monthly, or even annual reports that automatically get emailed to you or your team.

Scheduling a Report

Scheduling a report is a lot like setting up a recurring calendar event. First you choose the time of day and how often it should repeat, then you choose other settings like the day of the week or day of the month. You can also setup reports for all weekdays, etc. Finally you can select an optional end-date so that the scheduled reports automatically stop by themselves.

Rules Scheduled Reports
Create unlimited scheduled reports for your team
Schedule Reports
Create scheduled reports to email you or your team
Rules Sample Report (PDF)
A sample PDF of a report scheduled by a rule

Choosing The Data

Now you decide what type of information you want to include in your email. You can attach up to 5 items to any given email - but beware that most mail clients will block message above a certain size (10MB is pretty common). Reports that you can schedule include:

  • Form Responses - include recent responses for a specific form from the last week, month, etc
  • Training Status Report - training status for certain groups of employees or trainings
  • 2020 Analytics - (add-on) quiz performance and lesson duration reports for recent completions
  • Equipment / Inspection Status Report - expiring or expired asset inspections, optionally filtered by project, etc
  • Follow-Ups Report - open and/or over-due follow-up assignments
  • Participation Report - employee participation information for recent form responses

Choosing the Recipients

Now you choose which employees will receive the scheduled report. Filter by name, job title, location, project, role, and more. You can also add an additional message to the email plus choose how the report is formatted (e.g. Excel or PDF).


For existing schedule reports, you can review the message history to see when the last scheduled report was sent, who it sent to, and when the next one will send.

Top Control Panel Features

Check out the Control Panel Overview or learn about specific features:


Employee Management »

Search and manage employees and view team member profiles including open tasks, training, recent reports, and more


Roles & Permissions »

Create your own roles and define choose from over 100 permissions for each role type


Scheduled Reports »

Schedule daily/weekly/monthly email reports to be sent to you and your team including recent reports, pending follow-ups, training status, inspection status, and more


Import Data »

Load large amounts of data through spreadsheets including employee profiles, training history, assets, inspection history, and more



The free KPA EHS API offers your IT group programmatic access to KPA EHS data



Change KPA EHS's default wording to match your preferences. For example, you may prefer 'Project' instead of 'Field Office'



See which employees have an upcoming hire date anniversary


Employee Settings

Setup custom fields, default timezones, default message settings, and configure the welcome email



Give other companies limited access to view your employees and/or asset inspection status


Data Lists

Create and update lists of information used in forms - such as well-sites, rigs, projects, etc


New-Hire Evaluations

Setup automatic evaluation schedules for new-hire employees


Audit Log

Research changes to your data throughout the KPA EHS application including change agent, date, and what was changed


Form Builder »

Build forms for your team to fill out including photos, signatures, and more


Training »

Setup your training requirements and let the system assign tasks and track status


Acknowledgments »

Send out acknowledgment tasks for your team members to sign off on


Assets & Inspections »

Schedule and assign asset inspections to your team

KPA EHS in 60 Seconds

Watch this quick overview of the KPA EHS system.

10 Minute Walk-through

Watch this walk-through of the KPA EHS system.