Set a default report version for automatically sent reports

Use Report Configuration to select which report version to use by default when sending automatic reports to customers via Automatic Scheduled Reporting.

Product: FireMate Desktop

Contents

  1. When to use this feature
  2. How to use this feature
  3. Report versions available

When to use this feature

When opting to use Automatic Scheduled Reporting to automatically send reports to customers on a consistent basis, FireMate offers the ability to select which version of the particular report you would like to use. Use the Report Configuration option to select which versions of each report you would like your customers to see when they receive a report via the Automatic Scheduled Reporting function.  

How to use this feature

FireMate offers automatic emails for a range of reports within your FireMate. Use the below steps to change the version per report available.  

  1. From your FireMate navigation bar, select [Admin]
  2. From the dropdown, select [Report Configuration]
  3. Select a cell from the "Scheduled Version" column to update the related report to a version of your choosing.
  4. Select [Save and Close]

report-configuration

Report versions available

FireMate offers a variety of versions for each report to choose from. 

  Report Versions
Report Name 1.0 2.0 3.0
Property Activity ✔️ ✔️  
Quote ✔️ ✔️  
RA Test Results Multi ✔️    
RA Test Schedule ✔️    
Routine Activity Summary ✔️ ✔️ ✔️
Statement of Works ✔️