Now reports are easier than ever to send to the users within your system.
Just generate a report or list from either a saved filter or a series of one time filters (In this case we're using a search we created in the Establishments section but reports can be sent from the Establishment, Grease Control Device, Contact, Provider, Inspection and Enforcement sections of your SwiftComply profile).
Reports are sent as CSV files.
Once you have the list generated just navigate to Actions and Send Report
You will be given the option to either Send Now or Schedule Recurring Send
Line for your report, this will appear as a the subject line in the email sending the report.
You can then select the Report Fields you would like included in your table. Finally select the users you would like to send the CSV to. You can select any user that is currently a user in your SwiftComply system, including yourself
If you selected Send Now click Send Report and the report with the chosen fields will send immediately.
If you selected Schedule Recurring Send you will have a few more required fields to fill out before sending your report.
You will be asked to specify the users to receive the recurring report, the start date of the report, and the desired frequency of the report (daily, weekly, monthly or yearly). Finally select the time zone the report is being sent from.
Once all required fields have been filled out, select Send Report and your report will send at the time of clicking send, and on the frequency selected moving forward.