The Scheduled Reports module allows you to schedule reports to automatically email you or your team including recent reports, training status, inspection status, participation, follow-ups, and more.
The example below shows a Weekly ‘Near Miss’ Reports that will send an email, every Friday at 4:30 pm, with a report detailing all Near Miss reports submitted in the last 30 days where the Severity is marked as Critical.
CREATING A NEW SCHEDULED REPORT
NOTE: To edit Scheduled Reports, you must have the Edit Scheduled Reports permission granted to you.
Navigate to Control Panel > Scheduled Reports to access the Scheduled Reports module.
If your site does not have any Scheduled Reports created yet, click the Create New Scheduled Reports button, or click the +Add button to add new Scheduled Reports to your list of existing reports.
Set the Trigger (when the Scheduled Report will run)
Add Data (what info will be included)
Add an Action (how the info will be sent and to whom)
Saving the Scheduled Reports
Viewing or Editing Scheduled Reports
If you have the Edit Scheduled Reports and/or Edit Private Scheduled Reports permissions, you can see Scheduled Reports that are set up and make changes to them if necessary.
The My Scheduled Reports section displays details about Private and Shared Scheduled Reports, their Status, who created the Scheduled Report, and the last time the Scheduled Report ran.