How to assign custom reports to a post site on the Back Office Dashboard?

The GuardsPro Back Office Dashboard enables admins to manage and assign custom reports to individual post sites based on their specific operational needs. Admins can use the reports already available in the system or create additional custom reports when a required reporting option is not available.

By assigning the relevant custom reports to each post site, admins can ensure guards have access to the appropriate reporting options for their assigned locations. This helps keep reporting structured, consistent, and aligned with site-specific requirements.

📌 Prerequisites

Before proceeding, ensure that:

• You have access to the GuardsPro Back Office Dashboard with the req'\7uired permissions.

• The client and post site to which you want to assign reports have been created.

• The report you want to assign is available in the report list, or you have the necessary permissions to create a custom report.

✅ This guide will walk you through the steps to assign custom reports to a post site on the Back Office Dashboard:

🧭 Step 1: Navigate to the Post Sites Section

• Log in to the GuardsPro Back Office Dashboard.

• Click on the Clients tab in the main menu.

• Select Post Sites from the drop-down menu.

• Choose the post site to which you want to assign reports.

📋 Step 2: Locate the Assign Reports Option

• Open the selected post site's details.

• Scroll down to locate the Assign Reports section.

• Click on the section to view the reports currently assigned to the post site.

➕ Step 3: Add a New Report

• In the Assign Reports section, review the report types already assigned to the post site.

• Click the Assign Report button in the top-right corner of the screen.

• The Assign Custom Report pop-up window will appear.

📝 Step 4: Select and Assign a Report

• In the Assign Custom Report pop-up window, click the Assign Report drop-down list.
• Select the report type you want to assign to the post site.

📌 Note: Report types that have already been assigned to the post site will appear greyed out and cannot be selected again. 

• Click Assign to complete the process.

• Verify that the selected report appears in the list of reports assigned to the post site.

📝 Note: If the required report is not available in the existing list, click New Custom Report in the Assign Custom Report pop-up window. While creating the report, select the relevant post sites and guards to assign it directly. Once created, the report is automatically assigned to the selected post sites and guards, so there is no need to return to the Assign Reports section.

For more information, refer to How to Create a Custom Report on the Back-Office Dashboard.

🎯 That’s it! Assigning custom reports to post sites through the GuardsPro Back Office Dashboard helps admins customize reporting options according to each site's operational requirements. By following these steps, you can assign existing reports or create custom reports to ensure guards have access to the appropriate reporting options.

For further assistance, feel free to contact the GuardsPro Support Team anytime.

For a quick walkthrough, watch our tutorial video on YouTube: