Send the daily activity reports automatically

The daily activity reports automatically

If required, you can export your watch log. In this case, the watch log is a normal report. We explain how this works here in addition to the automatic reports. As you already know from the automatic reports, you have the option of having the entire watch log sent automatically.

Please note that the maximum size of a report is 500 entries! If you have larger reports, you must adjust them using the filter functions so that the limit of 500 entries is not exceeded!

Please click on Reporting in the main menu on the left and then on Reports.

 

You will see a list of the reports you have already created (this may still be empty).

 

 

Now click on + Create report at the top right, whereupon you will see a pop-up window where you must enter the name of the report, the basis of the report (here: watch log) and the assignments.

 

 

It is best to make sure that you create the watch books for a customer or an object individually, as otherwise the watch book could contain data that does not concern another customer and that it does not become confusing.

After making your entries, please click on Create new. In the following window, enter the period for which this report is to be recorded. In our example, it is daily, i.e. 24 hours.

 

After clicking on Save, you must now select which information from the watch log should be included in the report. Select this type individually by clicking on it. All entries highlighted in blue are included in the report.

 

Important: If you do not click on anything, all entries are always displayed in the report without restrictions!

 

 

Please click on the dispatch settings (0) to the right of content and preview.

Please click on + Add shipping rule in the center and you will get the following display:

Click on Edit Rhythm and you can configure your scheduling in this dialog box:

 

 

The default setting is always Daily, as this is the most frequently used setting. The individual fields contain explanations of which time setting you can use and when. For more information on scheduling and time planning, please click here.

In our example, we use the daily sending of the report. Please click on the field at the bottom right which says Next and the window will appear where you can set the repetition rule:

If you click on the arrow symbols above and below the time, you can correct it as you wish. However, it is more convenient if you double-click on the time (it is then highlighted in color, see above in the picture) and then type it in directly using the keyboard. Once you have set your time, click on Next at the bottom right to see when the report will be sent:

 

Finally, you only need to enter the sender and receiver and their e-mail addresses:

 

Once you have made all the necessary entries, click on Save, the settings are complete and you and/or your customers will automatically receive your e-mails as soon as data has been entered.