Get reports sent automatically
- Go to Settings → Automatic Reports and click Add new report.
- Under Checklists to include, choose the checklists.
- Under Report frequency, choose Each check period, Weekly or Monthly. For weekly reports, choose the day under Generate report on.
- Choose the Report format: pdf or xlsx.
- Under Export reports, choose Email the reports and select the email recipients, or Save to document library to save the reports to a connected OneDrive or SharePoint library.
- Tick Notify if no results to be told when there was nothing to report.
- Save the report.
Use Test report export to send a test report straight away and check it looks right. Document libraries are connected under Settings → OneDrive Connections.