Background Reports/Messages

Background Reports/Messages

Under the Maintenance tab, Club level users can access the sub-menus shown below:

Background Reports/Messages


Scheduled Background Reports 

Users can set up a series of scheduled reports specifically for your Club or Organisation that will be automatically created and emailed to a user. 

This screen will display any such scheduled reports set up by your club. 

Click on the View, Edit or Delete Option buttons to make changes to a scheduled report. 

Once a report has been scheduled, the report type and selection criteria cannot be changed. Only the parameters that affect the actual scheduling of the report can be changed (such as who will receive it, when it is run and how often, etc.) 

 

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Schedule Reports Can Only Be Viewed by The Surfguard User Who Creates the Report 

The email sent to the User will contain a link to the report. If the link is shared with other Surfguard Users, they will get the following message when they click the link. 

Clicking “Display Report” in General or Custom Reports Displays a Pop-Up 

 

Messages 

Through this screen Users are able to view all their emails and/or SEMS sent to their members. 

To view, for example, all Email Messages sent by your club SurfGuard users following these instructions: 

  1. From the Maintenance Menu Tab – select Background Report/Messages – Scheduled Background Report/Messages 

  2. Report Type: Messages 

  3. Output Format to: Email (or is you wish to see SMS message sent then choose this) 

  4. Report to: Communicate with Members 

  5. Enabled to: All 

  6. Click the GO button 

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You can click on the column header ie: Scheduled Date/Time to bring the most recent date to the top of the report. 

The screen will list all Email communciation messages sent from your club. 

If you click on the View option button this will display the details of the message emailed, who sent the email and so forth. 

 

Email/SMS Notification Settings  

Email notifications allow clubs to be sent notification emails when certain events take place or areas of Surfguard are updated. 

Anything that has been changed in Surfguard (such as status updates and new items requiring action) within the modules available will be sent in an email. This is a great way for Officers of your Organisation to be alerted of re-opened patrol logs, approved assessments, transfers requiring action, members licenses expiring etc. 

Simply go to the Email/SMS Notification Settings from the Maintenance menu drop down box. Clicking on the ‘edit’ button, clubs can add a number of email address to receive email notifications from SurfGuard. 

When adding more than one email address use a comma with no space ie: test@slsa.asn.au,beach@slsa.asn.au,surf@slsa.asn.au 

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