Is it possible to have reports automatically emailed to me?
We have several email notifications that can send data directly to your InspectAll email address. Email notification will be emailed to you every month, week, day, or hour depending on the frequency you select.
Below is a description of each email notification you can add and instructions on how to set them up.
Priorities Detailed
Description
See recent answers with a priority found by the selected teams. This can be setup to be sent daily or hourly. Each answer has a link to it's account, folder, asset, and form. Each answer's question, priority, resolution, and photos are shown.
Email Preview
How to add this Email Notification
- Go to My Profile from within the web app.
- Scroll down to
My Email Notification
. - Click
Add Notification
. - Select the
Subject
: "Priorities Detailed" - Select how often you want to be emailed. Note: emails will only be sent if data is found within the time period.
- Email me every
Hour
. - Email me every
Day
. - Select
Forms
to filter the data to only priorities found within the forms selected. - Select
Folders
to filter the data to only priorities found within the types of folders selected. - Select
Team
to filter the data to only priorities found within the accounts assigned to the teams selected. - Click
Create
.
Priorities Overview
Description
See recent priorities found in accounts assigned to the selected teams. Every high, medium, and low priority is listed by account and the number of priorities resolved is shown.
Email Preview
How to add this Email Notification
- Go to My Profile from within the web app.
- Scroll down to
My Email Notification
. - Click
Add Notification
. - Select the
Subject
: "Priorities Overview" - Select the
Email Frequency
. - Email me every
Day
. - Email me every
Week
: sent every week on Monday - Email me every
Month
: sent every month on the 1st day of the month - Select
Team
to filter the data to only priorities found within the accounts assigned to the teams selected. - Click
Create
.
My Schedule
Description
See a list of upcoming folder's and/or priorities assigned to you. Every folder's type, id, dates scheduled, description, account, and location are shown. Every priorities' question, due date, answer, form, and account are shown.
Email Preview
How to add this Email Notification
- Go to My Profile from within the web app.
- Scroll down to
My Email Notification
. - Click
Add Notification
. - Select the
Subject
: "My Subscription" - Select the
Email Frequency
. - Email me every
Day
. - Email me every
Week
: sent every week on Monday - Email me every
Month
: sent every month on the 1st day of the month - Select if you want the email to tell you about
Folders Schedule
to you and/orPriorities Due
that are assigned to you. - Click
Create
.
Priorities Overdue
Description
See all priorities past their resolution due date. Each priority has a link to it's account, folder, asset, and form. Each priorities' question, answer, resolution, and photos are shown.
Email Preview
How to add this Email Notification
- Go to My Profile from within the web app.
- Scroll down to
My Email Notification
. - Click
Add Notification
. - Select the
Subject
: "My Subscription" - Select the
Email Frequency
. - Email me every
Day
. - Email me every
Week
: sent every week on Monday - Email me every
Month
: sent every month on the 1st day of the month - Select
Yes, show Assigned to Me
if you ONLY want to see overdue priorities assigned to you. - Click
Create
.
Subscription Reports
There are also a few Insights Reports that can be set up as a subscription to be emailed to various users. These subscription reports are set up by our support team, so if you are interested, send an email to support@inspectall.com and we will help you get started.