Overview
Summary Reports provide Users with an overview of required activities within their area on a regular basis. These reports keep you updated, and if further inspection is needed, you have easy access through the backend application.
Users must be Super Users or have the following roles to create Summary Reports:
Notification Rules: Create
What is a Summary Report?
A Summary Report consolidates Checklist and Assignment activities and reports the overall figures (completed vs. missed Checklists and created vs. resolved Assignments) via email to each User. The links in the email provide direct access to relevant areas in the web app, allowing you to inspect the specific activities behind the aggregated numbers.
Four key metrics are included in the summary email:
Completed Checklists
Missed Checklists
Created Assignments
Resolved Assignments
When generating the report, the recipient's language and locale are considered, affecting the language and formatting of dates.
By clicking the view link for completed, missed, and created items, you are directed to the appropriate view in the web app with predefined filters.
Warning: Be aware that if a device cannot submit its stored Results (e.g., due to no connectivity), they will be reported as missing/not completed. When the device eventually reconnects, it will upload the finished Checklists, which will be scheduled at the time they were completed. This means that the completed and missed metrics might change in some circumstances.
How to Set Up a Summary Report
Note: The report is generated based on the Locations and Checklists the recipient has access to. Review the example setup at the bottom of this article for further details.
To set up a Summary Report, follow these steps:
Navigate to
Notification RulesClick the
Create buttonClick
Summary ReportDefine a name and optional description for the Report rule
Define the email's Subject
Set the time zone.
This influences how the reporting defines a day, week, and month. Reports are generated after midnight in the chosen time zone, typically matching the schedules you are reporting on.
Set the frequency (daily, weekly, or monthly)
Add Locations and/or Location Groups to the Target field
Add Users and/or User Groups who should receive the report
Add limitations to the specific Checklists for the report, if applicable
Click
Save
Example Summary Report
The report is generated based on the Checklists and Locations defined in the rule, considering each recipient's access. This example demonstrates how to limit the number of rules needed.
Example Setup:
In this setup, there are two checklists and two locations:
Users | Access | Group |
User X | Location 1 | Group A |
User Y | Location 2 | Group A |
User Z | Location 1, Location 2 | Group B |
Checklists | Group Availability |
Checklist A | Group A |
Checklist B | Group A, Group B |
Summary Report Setup:
Report Parameters | Details |
Targets | Location 1, Location 2 |
Recipients | Group A, Group B |
Checklists | Checklist A, Checklist B |
Resulting Reports:
User | Checklist(s) | Location(s) | Report Details |
User X | Checklist A Checklist B | Location 1 | Report for Checklist A and B at Location 1 |
User Y | Checklist B | Location 2 | Report for Checklist B at Location 2 |
User Z | Checklist B | Location 1 Location 2 | Report for Checklist B at both Location 1 and Location 2 |