Setting up Report Schedules 

Step 1
Navigate to Reports by selecting 'Organisation' from the left hand navigation menu and then choosing 'Reports'.

Step 2
Create a new report schedule by clicking 'Add Schedule'.

Step 3
Select a report type from the dropdown list, choosing either 'Compliance Report' or 'Legionella Non-Compliance' depending on what you want to monitor.

Step 4
Select your locations by choosing either one, multiple, or all locations to pull the report for.

Step 5
Set your reporting frequency by selecting how often you want to receive the report - Daily, Weekly, or Monthly. If you select Weekly, you will also be prompted to choose a day and time to receive the report.

Step 6
Select your format by clicking 'Select format' and choosing 'Email Notification'.

Step 7
Select your recipient group by clicking 'Select recipient group' to choose who receives the reports, then click 'Add Schedule' to save.