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Weekly Reports

Weekly Reports

The tutorial below explains how to activate the Weekly Report. This report is generated every Monday morning and displays a list of any expiring documents, care/service plans, assessments, and upcoming resident or staff Birthdays. We encourage you to enable this report if you're a Manager, Admin, Supervisor, Provider or Owner.

Updated on February 19, 2022

Step 1: Click on your profile avatar from the top right corner of the dashboard.
- Step 2: Select My Settings

Step 3: Place a checkmark under the Weekly Report category under the Email column, then click Update. See the image below:

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