Tip of the Week: Email Reporting

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On December 21, 2017, Posted by , In Tip Of The Week, With Comments Off on Tip of the Week: Email Reporting

Are you getting too many email reports from LogCheck? You could unsubscribe, but before you do we want to show you what you could be getting with a more customized email report.

Many of our clients like to receive the information in our email reports very frequently, sometimes every few hours. Others are happy with a weekly update, or only receiving emails when no records are saved in their logbooks, as a sort of “dead-man” alarm.

This is why we designed LogCheck to be super flexible.
Our email reports are no different. We specifically developed our email reporting system to be incredibly customizable. Recently, our users with appropriate access were given the ability to create and edit reports right from the web dashboard.

Our goal is to make sure the right people are getting the most relevant content in their email reports when they need it.

 

Here are 3 tips for getting the most from your LogCheck Email Report

  1. Customize the timing

    Email Reports are sent at a specific time of day. You can send them once a week, every day, or any combination of days.

    The reports are a summary of the period since the last email report was delivered. This flexibility lets you capture events within a custom time period. For example, set a report to be delivered at 5pm on Friday and Sunday. The Friday report will capture everything that occurred since 5pm Sunday, and the Sunday report will cover everything since Friday at 5pm. Use more than one email report to add even more flexibility.

    Do you need more frequent email reports? Sometimes highly critical equipment like you’d find in a hospital or power plant may require a report every few hours. Verify that equipment is in a safe state, and in the case of a problem you can take action before a breakdown or an interruption in service for the facility.

    A daily report or a shift report may not be suitable for everyone, but is a great way to keep on top of the current status of the facility and get automatic updates right where you are.

    Frequent reports may even allow you to spend less time on the phone or in meetings getting updates from your staff.

    Why would you want fewer reports? Maybe you have a manager in charge of the day to day maintenance and you don’t need an update every day or every shift. Send your manager a report after each shift and create a separate weekly report for your eyes only to come Friday afternoon or Monday morning to capture everything that happened all week in one report.

  2. Customize the content

    Set your email reports to be sent only if there is new information. You can enable this report to be sent as often as you’d like, but you won’t see anything unless at least one record has been uploaded since the last email. Great for reviewing records for logs completed as needed or due only once a week or less.

    What about no new information? Notify yourself, or better yet the manager responsible, when rounds weren’t completed at all. To achieve this, you can set a daily log that only gets sent when records have NOT been uploaded.

    You can also choose to include or exclude a list of overdue logs. It’s likely you’ll have days where logs go overdue. Use this feature to get a look at those logs and prioritize efforts to complete them.


     
  3. Create different reports for different people (or even yourself)

    You can set as many email reports as you like. But don’t worry, you do not have to be a recipient for each one. Have an email report for shift workers that arrives just before their shift starts so they know what they’re walking into, no surprises.

    Send your manager a good faith weekly update. You can easily disable it, or they can unsubscribe as necessary.

Now that you’re more familiar with the flexibility of our email system, go ahead and give your reports a refresh to match your workflow. Contact us If you need help. If there is anything else would you like us to do with our email reporting tool, as always, please send your feature requests to help@logcheck.com.

 

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