Summary Reports can automatically be sent to your admins or recipients in the Recurring List using 2 different types of frequencies: Monthly and Weekly.
Monthly Frequency
When using the Summary Reports' monthly frequency, Symbol sends an email to the admin(s) and/or recipients defined on the recurring list on the 1st of every month at 9:00 AM EST including a summary of all the events that occurred across the platform for the most recent month.
Weekly Frequency
When using the Summary Reports' weekly frequency, Symbol sends an email to your recipients and admins on the Monday of every week at 9:00 AM EST including a summary of all the events that occurred across the platform for the most recent week.
How to alter the Summary Report Frequency
The frequency of a summary report can be altered at the MSP level or at the Child Company level:
- MSP Level: Navigate to the settings of the MSP account by clicking on the avatar image at the right side of the header and selecting the option "Settings", then click on the tab "Settings" and navigate to the bottom of the page to edit the frequency. (By doing this action from the MSP portal, it will affect all your child companies).
- Child and Non-MSP companies: In order to change the summary report frequency for a specific child company, navigate to the Company Portal, click on the Settings tab, and navigate to the bottom of the General settings tab to find the option: Summary Reports, then click on the button "Edit Frequency" to alter it.
Note:
- If there is no new data or variance in the data to show for the past month or week, then the summary reports won't be generated or sent to the recipients.
- You can edit the summary report frequency whenever you consider it necessary.