Overview
SwiftComply FOG provides several ways to get data out of the system: dashboard exports, table exports, one-time email reports, and recurring scheduled reports. All exports are in CSV format.
Dashboard compliance exports
Certain Dashboard counter cards include a menu (three horizontal lines icon) that opens filter options. Use these to drill into a specific subset of records, then export from the resulting table.
On the Dashboard, click the three-lines menu icon on a counter card that has one (not every card does). A dropdown of filter tags appears.
You are taken to the filtered table for that record type.
Click Export to download the filtered data as a CSV file.
💡 Tip: Adjust the date range on the Dashboard before clicking a counter to narrow the data you export.
Table exports
Every main table in SwiftComply FOG has an Export button that downloads the current view as a CSV file.
Available on these pages:
Establishments
GCDs
Providers
Contacts
Pump outs
Yellow grease
Inspections
Enforcements
FSE permits
Provider permits
Vehicles
Disposal Locations
How to export a table
Navigate to the table page (e.g., Establishments).
Apply any filters or search criteria to narrow results.
Click Export.
A CSV file downloads to your computer.
💡 Tip: Use saved filters to quickly reproduce the same export criteria. Save a filter, then apply it before exporting.
One-time email reports (Mail Reports)
Send a report to team members as a one-time email with a CSV attachment.
Navigate to any table page (e.g., Establishments, Pump outs).
Click the Actions menu, then click Send Report.
Choose Send Now.
Fill in the fields below.
Click Send report.
Mail report fields
Field | Required | Notes |
Subject | Yes | Email subject line |
Users | Yes | Select team members to receive the report |
Report fields | Yes | Choose which columns to include in the CSV |
What happens next
Each selected user receives an email with the CSV report attached. This is a one-time send -- the report is not repeated.
Recurring (scheduled) reports
Set up reports that are automatically emailed on a recurring schedule.
Available record types for recurring reports
Recurring reports can be configured for:
Establishments
GCDs
Pump outs
Inspections
Enforcements
FSE permits
Contacts
Providers
Vehicles
Yellow grease
Creating a recurring report
Navigate to any supported table page.
Click the Actions menu on the table page, then click Send Report.
Click Schedule recurring send.
Fill in the fields below.
Click Send report.
Recurring report fields
Field | Required | Notes |
Subject | Yes | Email subject line for each scheduled send |
Start Date | Yes | When the recurring report begins |
Frequency | Yes | How often the report sends (see options below) |
Users | Yes | Select team members to receive the report |
Report fields | Yes | Choose which columns to include in the CSV |
Frequency options
Frequency | Configuration |
Daily | Select the hour of day to send |
Weekly | Select the day of the week |
Monthly | Select the day of the month |
Yearly | Select the month |
What happens next
The report is sent automatically at the configured interval. Each recipient receives an email with a CSV attachment containing the latest data.
Managing recurring reports
Editing a recurring report
Navigate to the table page where the recurring report was created.
Click Edit recurring reports for [table name] (or look for the edit scheduled reports option).
Modify the subject, frequency, recipients, or fields.
Click Save.
Deleting a recurring report
Navigate to the recurring report you want to remove.
Click the delete button.
Confirm: "Are you sure you want to delete this recurring report?"
The report is removed and no further emails will be sent.
FAQ
Q: What is the difference between a mail report and a recurring report?
A: A mail report is a one-time CSV export emailed to selected team members immediately. A recurring report is scheduled to auto-generate and email on a daily, weekly, monthly, or yearly basis.
Q: Which record types support recurring reports?
A: Establishments, GCDs, Pump Outs, Inspections, Enforcements, FSE Permits, Contacts, Providers, Vehicles, and Yellow Grease all support recurring reports.
Q: What format are exports?
A: All exports are in CSV format, which can be opened in Excel, Google Sheets, or any spreadsheet application.
Q: Can I choose which fields are included in a report?
A: Yes. When creating a mail report or recurring report, you can select specific fields to include using checkboxes. This lets you customize the report to show only the data you need.