Scheduled reports automate your essential compliance and status tracking by delivering your favourite reports directly to your inbox. Organising your reporting this way ensures that key stakeholders receive consistent, up-to-date information without needing to manually log in and generate data each time.

This guide covers:

• Creating a new scheduled report and setting its specific parameters.
• Defining a delivery schedule (e.g., daily, weekly, or monthly).
• Adding recipients and customising the email subject for clear identification.
• Editing or running an existing scheduled report instantly for ad-hoc updates.

Set up your key reports once and let the system handle the rest.

💡 Power User Insight: Use scheduled reports to send a weekly “Expiring Attainments” list to your site supervisors. This proactive data flow ensures that the people on the ground are aware of upcoming renewals before they become a compliance breach, keeping your operations running without interruption.