Email reports are important to integrate into daily, weekly, monthly meetings to reduce production interruptions between shifts, address any issues, and review performance. Use the reports in each meeting to drive actions for your team.
Who should set up your email reports?
Anyone with an Admin profile in Guidewheel. If you’re not sure which members of your team are Admins, contact your Customer Success Manager or email [email protected].
Step-by-step guide:
1. Once logged into Guidewheel, go to Settings >> Preferences >> Email Reports
2. Click the “ + ” button to create a new email report
3. Use the checkboxes on the left hand side to select what types of data you want to include in your report (e.g. Uptime, Trends, Issues)
To customize specific data points in your reports (e.g. Issues), click the dropdown arrow and select your preferences (e.g. View by Frequency, Sort by Devices)
4. Use the right hand column to:
Select how frequently you want to receive email reports (e.g. once a shift has been completed, once per week, or once per month)
Specify which shift you’d like reports for (if any)
Select which days and times the reports should be sent
Select which users should receive the email
Create a name for the report. In order to manage and easily find the different reports you create, it's helpful to have a naming convention. For example, a prefix or suffix for the type of report or the timeframe that report is looking at. Ex: Uptime_Shift 2, Daily_Summary, etc.
5. Once completed, click “Preview” to make sure the report contains the data you’re looking for
6. Finally, close the preview window and click “Create Report” once you’re happy with your selections