Daily Report Configuration

The Server Client Report Settings are configured in the Dashboard and configured from the Settings or individual Client menu.

Multiple Clients

To configure the Report for multiple Clients:

  1. Go to Settings > Client Reports > Server Client Reports Settings
  2. Select the Daily Reports tab
  3. Enable the Report for the required Client(s)
  4. Enter the Mail to and CC to fields where required
  5. Schedule the Send on days and Send at time for the Report
    1. To change the Send on days click Change Days, and enable the days the Reports is to be sent.
    2. Once configured for the Client select Hide Days to close this section.
    3. By default the Reports are sent Monday to Friday

      The Daily Report contains the Daily Safety Check results for that day so please ensure the Daily Report is configured to run after these results are received

  6. Problem Handling allows you to specify how you wish Reports that contain one or more check failures to be handled:
    1. If problems found:
      1. Send to Client as usual

        Send to alternative email below

        Send to Client and alternative email below

        Send nothing

    2. Alternative e-mail: the email address Reports are routed to where an alternative email option is selected for If problems found
  7. OK to save and apply

client_report_settingall client_daily_report

Individual Clients

To configure the Report for individual Clients:

  1. On the Client list, right-click the Client and select Edit Client
  2. Server Client Report Settings
  3. Tick the box against Server Daily Report to enable (untick to disable)
  4. Complete the email To: and CC: fields as well as the Send on days and Send at times
  5. OK to save and apply