Report Maintenance

Report Scheduling

To run reports at a specified time or on a regular basis a feature is available that allows scheduling of both standard reports and custom reports. Reports can either be run once at a scheduled time or can be reoccurring.

The results of each scheduled report can be emailed and/or sent via Surfguard messaging to you rather than having to export/view them from within Surfguard.
This feature appears at the bottom of both General Reports and Custom Reports screens.

Update Scheduled Background Reports

To view, edit or delete any scheduled reports set up by your club:
Menu > Maintenance > Scheduled Background Reports/Messages
Click on the View, Edit or Delete Option buttons to make changes to a scheduled report.
Once a report has been scheduled, the report type and selection criteria cannot be changed. Only the parameters that affect the actual scheduling of the report can be changed (such as who will receive it, when it is run and how often, etc.)

Email/SMS Notification Settings

Email notifications allow clubs to be sent notification emails when certain events take place or areas of Surfguard are updated.

Anything that has been changed in Surfguard (such as status updates and new items requiring action) within the modules available will be sent in an email. This is a great way for Officers of your Organisation to be alerted of re-opened patrol logs, approved assessments, transfers requiring action, members licenses expiring etc.

Simply go to the Email/SMS Notification Settings from the Maintenance menu drop down box. Clicking on the ‘edit’ button, clubs can add a number of email address to receive email notifications from surfguard.
When adding more than one email address use a comma with no space ie: test@slsa.asn.au,beach@slsa.asn.au,surf@slsa.asn.au

Last modified: 15 August 2024

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