How to Setup Summary Report (DAR) Notifications

Summary Reports are used to compile all activities completed over the course of a day or shift. The summary report notifications automatically send these reports to site contacts. This is a way to automatically send a client a summary of all activities performed at their site by day or by shift.

Types of Summary Reports

Summary reports can be generated on a daily or weekly basis. The weekly summary report will include all activities completed by all officers over the course of a week. The daily summary report will have the option to provide a 24hr summary of all activities or a shift summary. The shift summary will only include activities performed by the officer working the shift.

Select the Site to Configure Summary Report Notifications

Select the Site to Configure Summary Report Notifications

From the Live Dashboard, click on the "Sites (Client)" tile. Locate the site in the site list and click on the name of the site or the [View] button to access the site profile.

Configure the Daily & Shift Report Notification Rule

  1. Click on the Notifications tab from the site profile.
  2. In the Menu, select the Daily & Shift Report option.
  3. Shift Summary Reports: Send a Shift Report for every individual shift performed by an officer. These reports will include all activities performed by the officer during their shift.
  4. Daily Site Summary Reports: Send a Summary Report of all activities from all shifts worked at the site. This report will include the activities completed by all officers at the site.
  5. Contact Email: Click the checkbox next to the site contact that will receive the summary report. The contacts listed pull from the contacts in the site profile, employees and other site contacts.
  6. Click the [Save Settings] button to save the notification rules.

Review the Type of Notification

Make sure the correct summary report notification option is select. A single site can use both options as well.

  1. By Shift: Select to send the complete shift report. Use the drop-down menu to select the trigger for the notification. Shift Completion will send the report as soon as the officer clocks out to end their shift. Shift Approval will wait to send the shift report until the reports written during the shift have been approved.
  2. By Site: Send a summary of all activities that occurred at the site over a 24 hour period. This report will include activities performed by all officers at the site. Select the time that this report will be sent daily as well as the preferred Rerport Format (PDF Attachment or Embedded in the Email).

Summary report can be sent as an attachment to an email or the report can embedded directly into the email. When configuring the summary notifications, choose which option will be used for summar reports at this site. If this is not set at the site level, the summary report generated at the site will adopt the format set in the dashboard settings.

Configure the Weekly Report Notification Rule

  1. Click on the Notifications tab from the site profile.
  2. In the Menu select the Weekly Report option.
  3. Weekly Sending day: Select the day of the week that the report should be sent out. Once configured, the report will be sent out on this day for this site.
  4. Weekly Sending Time: Enter a time of day that you would like the report to be sent out at. Once entered, the report will send out at that time on the day selected in the previous option.
  5. Report Format: Select the desired format for the report when its sent (Embedded in the Email or as a PDF Attachment)
  6. Contact Email: Click the checkbox next to the site contact that will receive the summary report. The contacts listed pull from the contacts in the site profile, employees and other site contacts.
  7. Click the [Save Settings] button to save the notification rules.

Set the Default Report Format for Summary Reports

To set the default format for summary reports:

  1. Click on the "Settings" tile from the left-hand side menu.
  2. Select the "General" option from the settings menu.
  3. Click on the "Summary Reports" option in the "Categories" menu.
  4. Use the drop-down menus to select the report format for daily and weekly summary reports.
  5. Click on the [Save] button to apply the changes.