Security Guard App’s Custom Reports feature allows you to define the criteria for the reports based on your reporting requirements or as may be requested by the clients. You can use the custom reports to call for any specific information from the post sites.
Custom reports are post-site specific, meaning that they have to be designed separately for individual client sites.
You can create custom reports in a few simple steps.
On Security Guard Mobile App
After you’re logged in to the post site, click on the Reports on the bottom bar.
Next, click on the plus icon at the bottom right hand corner of the page.
Tap on Create New Form, and assign a name to the report.
Now click on the plus icon at the bottom right hand corner of the page to add the fields to create a report template.
You can add a text input, date & time, drop down, single choice, multiple choice and signature. After you’ve added the required fields, click save. Your custom report is now created and will be visible to the guards assigned to the post site next time they are to submit a report.
On Security Guard Web App
After you’re signed in to the post site on the web app, select Reports from the main menu on the left.
Next, click on the plus icon at the bottom right hand corner of the page.
Tap on Create New Form, and assign a name to the report.
Now click on the add icon to add the fields to create a report template.
You can add a text input, date & time, drop down, single choice, multiple choice and signature. After you’ve added the required fields, click save. You can further edit or delete these fields. Your custom report is now created and will be visible to the guards assigned to the post site next time they are to submit a report.
If you have any more questions, please feel free to contact our support team anytime.