How to enable the Monthly Team Report

This article shows admins how to enable the monthly team report, which team leads receive by email.

💡 The monthly team report is sent to team leads only. It shows a breakdown of how many users had how many attendance days per team/group. How to assign team leads: How do I add a Team Lead to a Group?.

Enable the monthly team report

1. Email Reports

In the PULT dashboard, go to Settings → Presence → Email Reports.

2. Enable Monthly Team Reports

Switch on the toggle next to Enable Monthly Team Reports.

3. Scheduling

Enter the Day of the month and the Time at which the report should be sent.

4. Report Content

Select what the report should include, e.g. Summary of Attendance.

5. Save Settings

Click Save Settings. From now on, team leads receive an email with the details of their team's attendance.

Frequently asked questions

Who receives the monthly team report?

The team leads of each group. If a group has no team lead, nobody receives a report for that group.

A team lead didn't receive the report. What can I check?

Check that the person is assigned as team lead of the group, that the report is enabled and saved, and that the email didn't end up in the spam folder.

Can I get more detailed or more frequent reports?

For detailed analyses, use Office Insights 2.0 or How to use "Scheduled Reports".

Related articles

• How do I add a Team Lead to a Group?

• What can Team Leads do?

• Office Insights 2.0

• How to use "Scheduled Reports"

If you have any questions, feel free to contact our support team at support@pult.com.