You can use Summary Reports to compile all activities completed during a day or shift. The summary report notifications automatically send these reports to site contacts. TrackTik will automatically send a client a summary of all activities performed at their site by day or shift.
Types of Summary Reports
You can generate Summary Reports on a daily or weekly basis. The weekly summary report will include all activities completed by all security guards during the week. The daily summary report can provide a 24-hour summary of all activities or a shift summary. The shift summary will only include activities performed by the user who worked the shift.
Select the Zone to Configure Summary Report Notifications
Click on the "Sites (Client)" tile from the Live Dashboard. Locate the zone in the zone list and click on the zone's name or the View button to access the site profile.
The remaining process is similar to setting up DAR notifications at sites. Please see this article on how to do so.
Configure the Daily & Shift Report Notification Rule
Please follow the instructions in this article to learn how to set up the Daily and Shift Report Notification Rule.
Set the Default Report Format for Summary Reports
Please see this article to learn how to set the default report format for summary reports.
Add sites to the zone.
If you wish to receive summary reports from a specific group of sites, you can create a zone that includes all relevant sites. Once the zone is set up, you can configure notification settings for daily or weekly shift reports, as well as summary report notifications. This will ensure that a single report covering all the sites in the zone is sent to your recipients.