Overview
With Result Reports, the system sends out custom email reports to specific recipients based on qualifying criteria you set up in the notification rule.
Users must be Super Users or have the following roles to create Result Reports:
Organization: Administrate
How to make a result report
Explain how to fully utilize this feature.
Go to Notification Rules
Click the + Create button
Select Result Report
Give your report a name and select the primary language
Add in a subject, body, and optional file name
You can use token to have variable information like checklist name, location name, or the name of the completing user fill within your email report.
Select the appropriate trigger for this rule
Each report can be trigger multiple times (i.e., when submitted and when approved)
Select who will receive the report (i.e., Assignees, Reviewews, the Location email, and/or BCC User Groups)
Select which checklists and/or locations this rule is limited to
Click the Save button
