Receiving the Daily or Weekly Summary Report

The Summary Report is an email that provides form completion statistics for the previous 7 days

You can set your email up to receive this report every day or every week. 

This report contains: 

  • How many daily/weekly/monthly forms have been completed vs how many were due

Setting Up:

  1. Login to the Administration Console (Computer).
  2. Go to My Business.
  3. Scroll down to Summary Email Settings.
  4. Add as many email addresses as you'd like to get the Summary Report - make sure you hit enter after typing each email.
  5. SAVE.

Note: The same email content will be sent regardless of the email period (daily or weekly). Every email sent always has the information for the preceding 7 days. 

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