Activity Report: Create a Scheduled Report

A guide for creating an automation that sends a filtered Activity Report directly to your email.

The Activity Report is useful for viewing historical check-ins on a particular site or multiple sites. It also lets you filter down by worker, supplier, check-in time, and more.

If you are using the Activity Report to run daily, weekly or monthly reports on site activity, and you are wanting to automate the process of customising a report and exporting as a CSV, this guide will help you setup a Scheduled Report that is sent directly to your email.

Requirements
Web Portal Instructions
Mobile App Instructions

Requirements 🔑

Permissions: Company/Site Host with "View Reports" Permissions. If you do not have access, please contact your 1Breadcrumb administrator.

Web Portal Instructions 💻

Step 1: Create your Activity Report

Click on Reports from the left-hand toolbar
From the dropdown, select Activity Report
This will display all historical check-ins across your sites
Use the Filters to customise your Report (click here for a guide)

Scheduled Report - 1

Step 2: Setup a Scheduled Report

Once you have added your Filters, click on the red Save As Scheduled Report button
From the pop-up window, add the required fields:
- Email Subject: The subject line that will show when the report is emailed to you
- Recipients: The emails of the users who will be sent the report
- Report Period: How often the report will be sent (Daily, Weekly, Monthly)
- Report Time: The time of the day, week or month the report will be sent
Once you have finalised your changes, click the blue Save Report Schedule button

Scheduled Report - 2

Step 3: View Scheduled Reports

To make sure the report saved correctly, click on Reports from the left-hand toolbar
From the dropdown, select My Scheduled Reports
This menu allows you to manage all Scheduled Reports you have created