The Hourly Report is a custom report available under the Standard Reports section of the GuardsPro Back Office Dashboard. It helps you stay informed about activities and updates submitted by security guards at your clientsโ post sites on an hourly basis.
Using this feature, Back-Office users can review report details, apply filters, add internal comments, and monitor report statuses. You can also edit, delete, approve, and view report logs to ensure accurate recordkeeping and efficient report management.
Additionally, GuardsPro allows you to save frequently used filters, generate temporary report links, and email or export reports in PDF and Excel formats. This guide will walk you through the steps to access, review, manage, and share Hourly Reports efficiently.
๐ Prerequisites
Before accessing Hourly Reports, ensure that:
You have the required permissions to access the Reports section on the GuardsPro Back Office Dashboard.
Hourly Reports have been created and submitted by security guards or are otherwise available in the system.
You have identified the relevant client, post site, guard, or reporting period if you want to filter specific reports.
โ This guide will walk you through the steps to check hourly reports on the Back Office Dashboard:
๐งญ Step 1: Navigate to the Hourly Reports Section
Log in to the GuardsPro Back Office Dashboard.
Navigate to the Reports section from the main menu.
Under Standard Reports, select Hourly Report to access the available records.
๐ Step 2: Search and Filter Hourly Reports
Use the available filters to locate specific reports and narrow down the results.
Click Filters in the top-right corner.
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Select the required filtering criteria, such as:
Report: Filter reports by hourly report.
Client: View reports associated with a specific client.
Post Site: View reports submitted for a particular post site.
Guard: Find reports submitted by a specific guard.
Report Status: Filter reports according to their current status.
Level of Severity: Narrow down reports based on their severity.
Time Period: View reports submitted within a specific date and time range.
Apply the selected filters to display the matching reports.
To reuse the same filtering criteria, click the Save Filter option and save the configuration for future use.
Saved filters help you access frequently required reports without repeatedly applying the same criteria.
๐ Step 3: View Hourly Report Details
You can open an individual report to review its contents and access additional information.
Click on the required report entry to open its details.
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Review the available information, including:
AI Summary
Time
Activity log
Signatures
Attached images
Attached media files
Attachment
Guard notes
Add internal comments to the report when necessary for reference, coordination, or follow-up.
๐ Note: The Hourly Report is a custom report. The fields and available options may vary depending on the report configuration, so you may see additional fields or options beyond those listed above.
Reviewing these details helps you understand the reported activity and maintain clear communication within your team.
โ๏ธ Step 4: Manage Individual Hourly Reports
You can perform several actions on individual reports directly from the Reports section.
Locate the report you want to manage.
Click the three-dot menu (โฎ) next to the report.
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Select the required action from the available options:
View Details: You can view the details in a separate tab.
Edit: Modify the report details, where permitted.
Delete: Remove the report, where permitted.
View Logs: Review the report's activity history.
Summarize: Generate an AI-powered summary of the report.
Generate Link: Create a shareable link to the report.
Approve: Approve the report after reviewing its details.
Export: Export the report in PDF or Excel format.
๐ Note: Temporary report links can be generated only for Standard Reports and Incident Reports. The link remains valid for the selected validity period.
โ Step 5: Approve or Manage Multiple Hourly Reports
GuardsPro allows you to approve individual reports or perform bulk actions on multiple reports.
To approve an individual report:
Locate the required report in the Hourly Report list.
Find the Status column.
Click the Pending button to approve the report.
To manage multiple reports in bulk:
Select the reports you want to manage, or select all relevant reports.
Click the Action button in the top-left corner.
Choose the required action, such as Approve, Disapprove, or Delete, from the available options.
Review the selected reports carefully before applying bulk actions to ensure that the correct records are affected.
๐ง Step 6: Email Hourly Reports
You can email Hourly Reports to clients or members of your security team for convenient sharing and recordkeeping.
Select the report or reports you want to email.
Click the three-dot menu (โฎ) next to the Filters option.
Select Email Report.
Choose the required attachment format: PDF or Excel.
Enter the recipient's email address or addresses.
Click Send to email the report.
๐ฅ Step 7: Export Hourly Reports
You can export Hourly Reports in PDF or Excel format for offline access and documentation.
Click the three-dot menu (โฎ) next to the Filters option.
Select Export as PDF or Export as Excel, depending on your requirements.
The report will be downloaded to your system.
Open the downloaded file to review or maintain the records as needed.
๐ Note: If you select more than 20 reports, the system will process your request and send you an email containing a download link instead of downloading the reports immediately.
๐ฏ Thatโs it! The Hourly Report feature in the GuardsPro Back Office Dashboard provides a convenient way to review hourly updates, monitor report statuses, and manage submitted records. By using filters, reviewing report details, adding internal comments, approving reports, and sharing or exporting records, you can streamline reporting workflows and maintain better visibility into post-site activities.
For further assistance, feel free to contact the GuardsPro Support Team anytime.
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