How to set up Automatic Reporting for Tours Checkpoints

Go to Reporting > Schedule Periodic Summary

On this page you will find any existing automatic reports you have already created.

Please note that these reports are user specific and you can only see the reports templates you have created.

The automatic reporting set up is a 3-stage process: first you create your report template, then you create your email recipients and last you create your schedule.

They are independent however. Once you create your template you could just click the run icon to run the report on screen or once you created your emails recipients you could just click send.

CREATE YOUR REPORT TEMPLATE

Step 1: Click Add New

Step 2: Choose Tours Checkpoints on the drop-down menu

Step 3: Name your report (be specific especially if you set up multiple reports)

Step 4: Tick the following reporting options

Step 5: Click Enter

Step 6: Select Time Period to be covered on the drop-down menu

The following options are available:

• Yesterday
• Last Hours (a new field opens to add number of hours)
• Last 12 Hours
• Last 7 Days
• Last 30 Days
• Last 90 Days
• Last Days (a new field opens to add number of hours)

Step 7: Select your sites. You can select multiple posts as required

Step 8: Select type of analysis. You can make multiple selections as required

“Read/Missed tags Overview" should be used in combination with your sort options. Only one sort option can be selected at a time.

“Read/Missed Tags Overview Over Specified Period” needs to be used in combination with “Show Trend Curve By”.

Read/Missed Tags Overview Sorted by Post: this option provides a bar chart summary sorted by Post. Applicable only if you have selected multiple sites/posts.

Read/Missed Tags Overview Sorted by Officer: this option provides a summary sorted by officer. This can be useful to evaluate performance and training needs.

Read/Missed Tags Overview Sorted by Tour: this option provides a bar chart summary sorted by tour. By default, is set to All Tours but you can select a single tour to report on using drop down arrow.

Read/Missed Tags Overview Sorted by Tag: this option provides a bar chart summary sorted by tour checkpoint (tag name). Be sure to tick box “Select All”.

Read/Missed Tags Overview Over Specified Period: this option gives a trend curve analysis by month, week for upward or downward fluctuations analysis. Your option should be aligned with the chosen time that you are reporting on. If you want to analyse a specific tour just be sure to select the individual tour name under sort by tour.

Tags Missed: missed tour checkpoints Excel and PDF detailed report with information on when or the tour name. If you want to analyse a specific tour just be sure to select the individual tour name under sort by tour.

Individual Tags Report: read tour checkpoints Excel and PDF detailed report with information on when or the tour name. If you want to analyse a specific tour just be sure to select the individual tour name under sort by tour.

NOTE: All GuardTek Excel files are on a CSV format. To convert to an Excel Workbook format, check this article " How to Convert CVS Excel files (.csv) to Excel Workbook format (.xlsm)"

Step 9: Click Enter at bottom of page to save your template

Your template will now show on the main page.

CREATE YOUR EMAIL RECIPIENTS

Step 1:  Locate desired template and under Email field click on Email icon

Step 2: Select Add New

Step 3: Under Recipient select either GuardTek User, Employee or Other Contact.

Step 4: Click on drop down arrow and search for the name on the recipient address list. System will save all previously added contact details but if you don’t see it on the list just choose “Other Contact”, complete contact details and click Add.

Step 5: Type of notification is set automatically to email. Reconfirm that email address is correct and click Add.

Step 6: Repeat steps 3 to 5 to add multiple recipients. Once done click Close and double check on notifications screen all is correct before selecting Close again.

CREATE YOUR REPORT SCHEDULE

Step 1: Locate desired template and under Schedule Field click on “Not Defined”

Step 2:  Set your start and end dates by clicking on calendar icon and selecting a date from there

Step 3:  Select frequency. Depending on your selection different menus open for further selection.

Step 4:  Input time of day report is to be generated and click Add.  You can select multiple times

Step 5:  Save your schedule by selecting Enter at bottom of the page

To make changes to your schedule just click on it and repeat steps above.