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Reports and scheduled delivery

Choose a report, configure email delivery and share performance or exception summaries.

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Choose the right Report or Notification RuleCompare Result, Summary, Operations and Work Forecast Reports with Availability Notifications to choose the right output and audience.
Set up a Result ReportSet up a Result Report rule to email Checklist Results: triggers, recipients, PDF attachments, limits, the below-maximum option and translations.
Set up Summary ReportsSet up a Summary Report rule: a daily, weekly or monthly email of Checklist and Assignment counts for chosen Locations, scoped to each recipient.
Set up a Work Forecast ReportSet up a Work Forecast Report: a scheduled email listing the Checklists and Assignments assigned to each recipient for the current day, week or month.
Activate the Operations ReportTurn on the Operations Report, set up the Notification Rule that emails it, and understand the PDF's periods, targets and attendance figures.
Create and manage Notification RulesCreate, disable and delete Notification Rules, choose a rule type and troubleshoot missing Reports or push notifications.
Set up Availability NotificationsSet up an Availability Notification: a push to a Calendar Schedule's assignees when its Checklists become available. Who gets it, timing and troubleshooting.
Set up a daily missed-work reviewCombine a daily Summary Report, reviewer alerts and Missing Results follow-up into one routine for your team.
Send approved Reports to a shared mailboxDeliver approved inspection PDFs to a Location’s shared mailbox using a Result Report and a suitable Report Template.
Send each department its own Activity SummaryScope separate Summary Report rules to each department’s Locations and recipients.
Create an exceptions-only inspection ReportBuild a Report Template that keeps low-scoring answers and supporting evidence visible while reducing routine detail.
Prepare a Result Report for an external readerChoose Result Report content deliberately, review the generated PDF and retain the full internal record.
Prepare an end-of-season operations reviewReconcile uptime and Downtime records, choose comparable reporting filters and capture an operational review for the season.