How to receive automated reports of SlateSafety data

Automated reports allow SlateSafety administrators to receive recurring summaries and system snapshots directly in their email inbox. By scheduling these delivered reports, safety managers can track critical heat stress metrics and simplify device compliance across their sites without having to run manual exports each day.

Note: The Reports page is restricted to Admins. Standard users, group leaders, site leaders cannot create or edit automated report templates.

The Reports page lists all current report templates

Understanding the Report Types

When creating a report template, you can choose from three distinct types depending on whether you need high-level safety metrics or detailed operational snapshots:

Report Type	Format	Key Information Included	Primary Use Case
Insights	Email Summary	High-level breakdown of collected Band and Beacon data, including total heat stress events, alert triggers, and site-wide safety trends.	Reviewing weekly/monthly safety performance and identifying recurring heat stress risks.
Band Status	CSV Spreadsheet	Current snapshot of all physical BAND V2 devices: assigned user, battery level, current firmware version, connection status, and charging state.	Hardware compliance audits, ensuring devices are charged overnight and kept up to date.
User Status	CSV Spreadsheet	Current snapshot of all organization users: assigned BAND V2, profile completeness, and group/site assignments.	Roster management, verifying worker assignments, and ensuring active field personnel are monitored.

Key Configuration Options

Targeted Site Filtering: Rather than receiving data for your entire organization, you can filter reports by specific Sites. This ensures site managers only receive data relevant to their specific facility or project location.
Custom Recipient Lists: Admins can specify any email address to receive the report, whether that includes internal safety team members, site supervisors, or external compliance officers.
Flexible Scheduling: Reports can be customized to trigger on a daily, weekly, or monthly cadence at your preferred time.

How to Create an Automated Report Template

Log in to the SlateSafety web application with an Admin account.
In the top navigation bar, click Reports.
Click the New Report + button in the top-right.
Complete the form:
1. Select a report type
2. Set a schedule
3. Set the report name
4. Filter by Sites if desired
5. Enter the email addresses of all intended Recipients.

Click Submit to activate automated delivery.