Overview
A Summary Report emails recipients a periodic digest of activity in their area — the aggregate figures, not every individual Result. It answers "how did we do this day/week/month?" at a glance, with links into the Backend to drill into the detail. This article covers what's in it, how to set one up, and how recipient access shapes what each person sees.
Users must be Super Users or have Organization: Administrate to create Summary Reports.
Why this matters: Managers rarely need every Result — they need the shape of the day. A Summary Report gives a Park Director or area lead a single recurring email with the totals and a click-through to anything that needs a closer look, instead of a flooded inbox.
What's in a Summary Report
Each email consolidates four metrics for the period, with view links that open the matching filtered view in the Backend:
Completed Checklists
Missed Checklists
Created Assignments
Resolved Assignments
Heads up: If a device can't sync its stored Results (e.g. no connectivity), those Checklists report as missed until the device reconnects and uploads them — at which point completed/missed figures update retroactively to the time they were completed.
Set up a Summary Report
Start the Rule
Go to Notification Rules, click + Create, choose Summary Report, and give it a name and optional description.
Set the subject, time zone, and frequency
Subject — the email subject line.
Time zone — defines when a day, week, or month boundary falls. Reports generate after midnight in this zone, so match it to the schedules you're reporting on.
Frequency — daily, weekly (pick the weekday it sends), or monthly.
Set targets, recipients, and Checklists
Targets — the Locations and/or Location Groups to report on.
Recipients — the Users and/or User Groups who receive it.
Checklists — optionally limit the report to specific Checklists.
Optionally skip empty reports
Enable skip when empty so the email isn't sent for a period with no activity — keeping inboxes free of "nothing to report" noise.
Save
Click Save. The Rule is active and sends on its next scheduled run.
Note: The report is generated per recipient, scoped to the Locations and Checklists that recipient has access to — so one Rule can serve many people, each seeing only their own area. The example below shows how this keeps the number of Rules down.
Example: one Rule, access-scoped per recipient
Two Checklists and two Locations, with Users who have different access:
User | Access | Group |
User X | Location 1 | Group A |
User Y | Location 2 | Group A |
User Z | Location 1, Location 2 | Group B |
With the Rule targeting Location 1 + 2, recipients Group A + B, and Checklist A + B, each User receives only what their access covers:
User | Report they receive |
User X | Checklists A & B at Location 1 |
User Y | Checklist B at Location 2 |
User Z | Checklist B at Location 1 and 2 |
Best practice: Lean on access-scoping. Rather than one Rule per team, target broadly and let each recipient's access trim the content — far fewer Rules to maintain.
Frequently asked questions
Q: Why did completed/missed numbers change after the fact?
A: A device that was offline uploaded its Results when it reconnected; the figures update to reflect the time the Checklists were actually completed.
Q: Can I stop "nothing happened" emails?
A: Yes — enable skip when empty so no email is sent for a period with no activity.
Q: Do all recipients see the same numbers?
A: No. Each report is scoped to the recipient's own Location and Checklist access, so the same Rule gives each person their own view.
Q: How is this different from a Result Report?
A: A Summary Report sends periodic totals; a Result Report sends individual Results as they happen. See the Report selection guide.