Reporting
Onsite provides a range of reporting options.
Automated Weekly Reporting
Onsite can automatically distribute weekly reports to designated email recipients.
Emails include details of all new cases and broadcasts from the previous week, and are sent every Saturday morning.
Setup Automated Weekly Reporting
- Go to
Admin
/Reports
and selectAutomated Weekly Report
. - Add a recipient email address, and click
Save
.
Management Reports
Onsite can generate management reports, which detail cases and maintenance activities. Management reports are generated as a .docx file, enabling further editing in Microsoft Word.
- Onsite automatically optimises image sizes to reduce report file size.
- Management reports group cases by case type.
Generating a Management Report
- Go to
Admin
/Reports
and selectManagement Report
. - Choose the Reporting Period, and apply any filters.
- Click
Generate
.
Case Reports
Case reports enable users to easily share details pertaining to a specific case.
When generating a case report, users have the option of either sending directly to committee members as a PDF attachment, or downloading a .docx export.
Any quotes, work orders, or invoice files are included in the report with a temporary access link that expires after 60 days. This enables any committee members to view the files, without requiring them to login to Onsite.
Generating a Case Report
- Go to
Cases
and select a case. - Click the
Report
button below the case title. - Choose to either send the download, or send to committee members.
Custom Reports
Onsite supports custom reporting for enterprise customers.
To discuss custom reporting, please contact us.