Weekly Report Summary Feature
You now have the availability to set up automated weekly reports!
Doing so will keep you and your team more organized by ensuring that you have a birds-eye view of all of the activities within each location. For most of you, this weekly report can become your main talking point with internal meetings. No need to do any prep!
To create your weekly report, head to the ‘Configuration’ tab and navigate to the ‘Reports Management’ module:
From here, select the ‘Weekly Summary Report’ and begin configuring your report.
Check out the video below for instructions on how to configure your report:
Once your report has been configured, it will automatically email you based on the time you’ve scheduled it to be produced.
Your email should look like this:
Click on the ‘View report in Intelocate’ link to check out your report!
