Setup the Workstation Monitoring Client Daily Report

The Workstation Client Report Settings are configured in the Dashboard and configured from the Settings or individual Client menu.

The Daily Report contains the Daily Safety Check results for the day it sends on, so please ensure the Daily Report is configured to run after these results are received

Multiple Clients

To configure the Report for multiple Clients:

Multiple Clients

To configure the Report for multiple Clients:

  1. Go to Settings
  2. Client Reports
  3. Workstation Client Reports Settings.
  4. Select the Workstation Daily Reports tab
  5. Enable the Report for the required Client(s)
  6. Enter the Mail to and CC to fields where required
  7. Schedule the Send on day and Send at time for the Report
  8. Problem Handling allows you to specify how you wish Reports that contain one or more check failures to be handled:
    1. If problems found:
    2. Send to Client as usual

      Send to alternative email below

      Send to Client and alternative email below

      Send nothing

    3. Alternative e-mail: the email address Reports are routed to where an alternative email option is selected for If problems found
  9. OK to save and apply

client_report_settingall clip0128

Individual Clients

To configure the Report for individual Clients:

  1. Right-click the Client in the left Monitoring and Management menu (or from the Edit drop-down)
  2. Choose Edit Client
  3. Workstation Client Report Settings
  4. Tick the box against Workstation Daily Report to enable (untick to disable)
  5. Complete the email To: and CC: fields as well as the Send on days and Send at times
  6. OK to save and apply