How to turn on auto email reports for a post site on Back Office Dashboard? – GuardsPro Support Center

Manual compilation and distribution of reports can be time-consuming and prone to errors. That's where Auto Email Reports come in. GuardsPro offers a convenient and efficient way to set up an automated email system that delivers comprehensive reports to the right recipients at the right time.

First, click on Clients on the main menu and then select Post Sites. You see a list of post sites added to the system. Next, click on the post site you would automate email reports for.

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Now, click on Email Reports. Here you will be able to see all the email recipients added with the frequency set to automatically send the reports. To add a new email, click on Add New Email.

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Add a new email recipient, and set the frequency to immediately, once a day, or weekly. Select the reports you want to send and click save setting and that’s it.

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Set the report frequency :

Immediately: Reports will be emailed to recipients as soon as they are submitted by guards from the mobile app.
Once a day: Only approved reports will be sent to recipients. If you select this option, you can set a specific delivery time. Please note that if the DAR is configured for a 24-hour period (e.g., 7:00 AM to 7:00 AM) and is scheduled to be sent at 7:05 AM, it will only include data from 7:00 AM to 7:05 AM.

To receive the complete 24-hour report, please update the schedule in the following format:

- SEND REPORT AT: Sep 24, 2024 07:00 AM
- DAR FROM: Sep 23, 2024 07:01 AM
- DAR TO: Sep 24, 2024 06:59 AM

This ensures the report captures the full 24-hour period. For any other time, make sure the “Send Report At” timing does not overlap with the chosen DAR period, so the report captures the full intended data.

You can also adjust the report frequency according to the post site’s schedule.

Weekly: Reports will be compiled and sent once a week based on your selected schedule. Please note that only approved reports will be sent to recipients.

To edit or delete the email id added, go back to the previous screen and click on the three dots to edit or delete.

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If you have any more questions, please feel free to contact our support team anytime.

Please feel free to watch our informative tutorial video on YouTube :

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