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
- Open Reports and go to the scheduled reports.
- Press Add Scheduled Report.
- Press Start from a ready-made set and choose Weekly operations.
- 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.