Reports: Create & Edit

You can Create or Edit all reports from the dashboard using the Reports screen.

Open

Edit existing reports (Add recipients to a report)

How to edit an existing report so that you can modify recipients.

1. Expand the location menu and select Reports.

2. On the Reports screen you will see a list of active reports.
   
   

   Open

   

3. Select the Edit (pencil) button to open its settings.
   
   

4. After opening the Report settings for editing, you can adjust is needed. The most common reason to adjust settings is to add or remove Recipients.

   1. Add a new Recipient, select Add Recipient and select the appropriate Contacts from the dropdown.

       

   2. Don’t forget to Save your changes.

Create new report

You can have as many reports as needed in each location. Creating a new report is easy from the dashboard Reports screen.

1. Expand the location menu and select Reports.

2. On the Reports screen select Create Report.
   
   

3. Choose the Report Type that you want
   
   

4. Enter any Frequency that determines how often the report will generate.
   
   

5. Select which Recipients will be notified each time the report runs.
   
   

    

Don’t forget to Save the report so that it gets added to the list of reports that get run.