Can AveeCare email me a weekly operations report?

Add a scheduled report and press Start from a ready-made set, then Weekly operations: visits and confirmations, training not completed and admin follow-ups every Monday.

Quick answer1 min readUpdated for AveeCare
Short answer

Yes. On the Reports page, go to the scheduled reports and press Add Scheduled Report. Beside Report Types, press Start from a ready-made set and choose Weekly operations (Monday morning: this week’s visits and confirmations, training not completed and admin follow-ups) or End-of-week review (Friday: what happened this week, missed and canceled visits and what is still open). It ticks the reports and sets the schedule to weekly as a PDF, keeping any name you typed. Add who receives it and save.

Step by step

  1. Open Reports and go to the scheduled reports.
  2. Press Add Scheduled Report.
  3. Press Start from a ready-made set and choose Weekly operations.
  4. Add the recipients and save.

Good to know

  • Admin follow-ups lists expiring credentials, overdue training, unresolved incidents, unsigned paperwork, open alerts, visits with nobody on them and past visits nobody clocked in to.
  • You can add or remove reports after choosing a set.
Written by
Founding Partner, AveeCare

Builds AveeCare full-time. The AveeCare Help Center is written and maintained by the team that builds the product, so the steps in every article come from the same people who ship the features.