Summary Reports compile all activities completed during a day or shift. The summary report notifications automatically send these reports to site contacts. Summary reports are a way to automatically send a client a summary of all activities performed at their site by day or shift.
Types of Summary Reports
TrackTik can generate summary reports on a daily or weekly basis. The weekly summary report will include all activities completed by all officers over a week. The daily summary report will have the option to provide a 24-hour summary of all activities or a shift summary. The shift summary will only include actions the employee assigned to that shift performs.
Select the Site to Configure Summary Report Notifications
Click on the "Sites (Client)" tile from the Live Dashboard. Locate the site in the list and click on the site's name or the "View" button to access the profile.
Configure the Daily & Shift Report Notification Rule
- Click on the Notifications tab from the site profile.
- In the menu, select the Daily & Shift Report option.
- Shift Summary Reports: Send a Shift Report for every security guard's individual shift. These reports will include all activities the security guard performs during their shift.
- 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.
- Contact Email: Click the checkbox next to the site contact, who will receive the summary report. The information listed is pulled from the contacts, employees, and other site contacts in the site profile.
Click the "Save Settings" button to save the notification rules.
Review the Type of Notification
Make sure the correct summary report notification option is selected. A single site can also use both options.
- 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 when the security guard 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.
- By Site: Send a summary of all activities at the site over 24 hours. This report will include activities performed by all officers at the site. Select when the system will send this report daily and the preferred Report Format (PDF Attachment or Embedded in the Email).
You can send a summary report as an email attachment or embed the information directly into the message body. When configuring the summary notifications, choose which option this site will use for summary reports. If you do not set this at the site level, the summary report generated will adopt the portal settings format.
Configure the Weekly Report Notification Rule
- Click on the Notifications tab from the site profile.
- In the menu, select the Weekly Report option.
- Weekly Sending day: Select the day of the week on which the report should be sent. Once configured, it will be sent out on this day for this site.
- Weekly Sending Time: Enter the time of day you would like to send the report to your client. Once entered, the report will be sent out on the day selected in the previous option.
- Report Format: Select the desired format for the report when it's sent (Embedded in the Email or as a PDF Attachment)
- Contact Email: Click the check box next to the site contact that will receive the summary report. The contacts listed are pulled from the contacts in the site profile, employees, and other site contacts.
- 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:
- Click on the Settings tile from the left-hand side menu.
- Select the General option from the settings menu.
- Click on the Summary Reports option in the Categories menu.
- Use the drop-down menus to select the report format for daily and weekly Summary Reports.
- Click on the Save button to apply the changes.