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How to Schedule Reports

How to send out reports on a regular basis.

Ross Barfield avatar
Written by Ross Barfield
Updated over 5 months ago

Now that you can use a usage report, find out how to schedule it regularly. The Scheduled Report is a usage report emailed to selected people automatically.

This report can be accessed on an organisational or a team level, depending on your level of access. It can be scheduled to be sent to any email addressed of your choosing.

This feature is designed to send you reporting information regularly, and the email will contain a CSV with the following tables:

  • Active vs Inactive Users

  • Alert Count

  • Session Count by User

  • Alert Count by User


Scheduling the Report

You can access the report by going to the Insights Page of either your organisation, or chosen team, and scrolling to the bottom of the page. Here you can select Scheduled Report.

Once on the page, you can choose who should receive these reports and when by entering the recipient's email address in the 'Email Address(es)" box. These recipients do not need to be registered with StaySafe, and can be anyone of your choosing.

NOTE: Separate email addresses with a comma

You can choose the frequency that these reports will be sent out. Your options are:

Daily

Sent every day at 9 am, covering the preceding day (00:00 to 23:59).

Weekly

Sent on a Monday at 9 am, covering the period of the preceding week (Monday 00:00 to Sunday 23:59).

Monthly

Sent on the first of the month at 9 am, covering the preceding month (00:00 on the first day of the month to 23:59 on the last day of the month).


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