How to Schedule Automatic Delivery of Reports

If you need to receive Ok Alone reports regularly without manually exporting them each time, you can set up scheduled report delivery. This feature allows you to automatically send exported spreadsheets to one or multiple monitors on a daily, weekly, monthly, or yearly basis.

Where to Find Scheduled Reports

• Log in to your Ok Alone Dashboard.

• Navigate to the Reports & Logs tab from the sidebar menu.

• Here, you’ll see all reports and scheduled report settings.

How to Set Up a Scheduled Report

1. Click the Add a Scheduled Report button at the top of the Reports & Logs page.
   

2. In the scheduling form, configure:

   • Report Type: Choose the type of report (e.g., No Location, Has Started a Shift, etc.).

   • Frequency: Select how often the report should be sent:

     • Daily: Sends the previous day’s report every day at 6 AM.

     • Weekly: Sends the previous week’s report every Monday at 6 AM.

     • Monthly: Sends the previous month’s report on the 1st of each month at 6 AM.

     • Yearly: Sends the previous year’s report at the start of the year at 6 AM.

   • Recipients: Select which monitors will receive the report.

   • Filters: Optionally filter which workers are included by Monitor and/or Group, similar to filtering on the Reports page.
     

3. Once you’ve chosen all options, click Add Scheduled Report Now to save your scheduled report.

The scheduled report will now appear in the list on the Reports & Logs page.

How to Edit or Delete a Scheduled Report

1. On the Reports & Logs page, locate the scheduled report you want to change.

2. Click the Edit button next to the report.
   

3. An edit window will open where you can modify any setting:

   • Report type

   • Delivery frequency

   • Recipient monitors

   • Filters applied
     

4. To delete the report, use the Delete option in the edit window.

5. After making changes, click Update Report to save.

Activating Scheduled Reports Feature

Scheduled Reports is a feature that can be enabled or disabled in the system settings:

1. From the main menu, go to Settings > Features.

2. Find the Worker Reports section.

3. Toggle Reports and Reports Scheduling ON.

4. Click Save to apply.
   

Once enabled, the Reports Scheduling option will be available under the Reports & Logs tab.

Summary

Scheduled Delivery of Reports helps you:

• Automate regular report distribution to designated monitors.

• Customize reports by type, frequency, and recipient.

• Save time and stay up to date with worker activity and safety data.