--- title: How to Set Up Automatic Analytics Reports description: Learn how to set up automatic Analytics Reports in Cerely to email site contacts a summary of submitted reports, activities and reported issues. --- [Skip to content](https://help.cerely.com/how-to-set-up-automatic-analytics-reports#main-content) ![Cerely Logo\_Landscape-4C](https://help.cerely.com/hs-fs/hubfs/Images/Cerely%20Logo_Landscape-4C.png?width=160&height=41&name=Cerely%20Logo_Landscape-4C.png) Open main navigation Close main navigation - [Contact us](https://cerely.com/contact/) [Contact us](https://cerely.com/contact/?hsLang=en-au) How can we help you? - There are no suggestions because the search field is empty. 1. [Knowledge Base](https://help.cerely.com/?hsLang=en-au) 2. [Site Management](https://help.cerely.com/site-management?hsLang=en-au) 3. [Notifications](https://help.cerely.com/site-management?hsLang=en-au#notifications) # How to Set Up Automatic Analytics Reports ## This guide explains how to set up Analytics Reports to be automatically emailed to your site contacts. The Analytics Report combines data from all submitted reports for the selected site and reporting period into one detailed summary report. This allows site contacts to review all recorded activities, reported issues and categories and subcatorges for the selected period in one place.  **Step 1: Navigate to Site Notifications** 1. Navigate to the **Site** tab. 2. Select the site you want to set up report notifications for. 3. From the Site Profile, click **Notifications** under Site App Setup in the left menu. 4. Click **Add Notification**. *![](https://help.cerely.com/hubfs/image-png-Oct-09-2026-03-29-47-9854-AM.png)* **Step 2: Select the Notification Type** 1. From the Add Notification Setup popup, click the **Notification Type** field. 2. Select the relevant Analytics Report notification type. The system will automatically populate the Subject and Message fields. You can edit this text if required. ![](https://help.cerely.com/hubfs/image-png-Oct-09-2026-03-31-16-7696-AM.png) **Step 3: Update the Email Subject** 1. Review the **Subject** field. 2. Update the subject or leave the default text as it is. **Tip**:  We recommend adding the site name after Your Analytics Report for ${dateRange} is Ready so the recipient can identify which site the report relates to. **Subject Line**: Your Analytics Report for ${dateRange} is Ready - (Add Site name)  **Example:** Your Analytics Report for ${dateRange} is Ready - Anglers Arms Hotel  The system will automatically prefill the date based on the selected **Frequency** **Step 4: Review the Email Message** 1. Review the **Message** field. 2. Update the message if required. The system will automatically include the contact's name if contacts have already been added to the Site or Parent Company contact sections. ![](https://help.cerely.com/hs-fs/hubfs/image-png-Oct-09-2026-04-36-15-6032-AM.png?width=2554&height=944&name=image-png-Oct-09-2026-04-36-15-6032-AM.png) **Step 5: Select the Report Recipients** 1. Click the **Contact Name** field. 2. Select the site contact who should receive the report. 3. Select the client contact if the report also needs to be sent to the parent company. You can select multiple contacts to send the report to several recipients. *![](https://help.cerely.com/hs-fs/hubfs/image-png-Oct-09-2026-04-37-15-2719-AM.png?width=2554&height=948&name=image-png-Oct-09-2026-04-37-15-2719-AM.png)* Add an Additional Email Address 1. Scroll to the bottom of the contact list. 2. Click **Add Contact**. 3. Enter the required contact details in the popup. **Note:** Contacts added this way are only used to send reports and will not be saved in the CRM. **![](https://help.cerely.com/hs-fs/hubfs/image-png-Oct-09-2026-04-38-36-5673-AM.png?width=2552&height=944&name=image-png-Oct-09-2026-04-38-36-5673-AM.png)** **Step 6: Set the Report Start Date** 1. Click the **Date Range Start Date** field. 2. Select the current or a future date. The selected date determines when the system will start sending reports. ![](https://help.cerely.com/hs-fs/hubfs/image-png-Oct-09-2026-04-39-31-2922-AM.png?width=2556&height=944&name=image-png-Oct-09-2026-04-39-31-2922-AM.png)  **Step 7: Set the Reporting Period** The **From Time** and **To Time** fields are fixed at **00:00 to 00:00**. These settings cannot be changed. The system will combine all submitted report data and recorded activities for the selected date period into one detailed Analytics Report. This ensures the report includes all relevant activities and reported issues within the selected reporting period, ready for site contacts to review. ![](https://help.cerely.com/hs-fs/hubfs/image-png-Oct-09-2026-04-41-48-5353-AM.png?width=2556&height=944&name=image-png-Oct-09-2026-04-41-48-5353-AM.png) **Step 8: Set the Email Delivery Time** 1. Click the **Email Report At** field. 2. Select the time the report should be emailed to the selected contacts. This determines when the Analytics Report is sent, not the reporting period covered by the report. *![](https://help.cerely.com/hs-fs/hubfs/image-png-Oct-09-2026-04-42-14-7398-AM.png?width=2556&height=944&name=image-png-Oct-09-2026-04-42-14-7398-AM.png)* **Step 9: Select the Report Frequency** 1. Click the **Frequency** field. 2. Select the required frequency. The available options are: - **Bi Weekly:** Select two days of the week for the reports to be sent. - **Weekly:** Select the day of the week for the reports to be sent. - **Monthly:** Select the day of the month for the reports to be sent. **Note:** If you select the 31st for a monthly report, the system will send the report on the last day of months that do not have 31 days. ![](https://help.cerely.com/hs-fs/hubfs/image-png-Oct-09-2026-04-42-55-1912-AM.png?width=2556&height=942&name=image-png-Oct-09-2026-04-42-55-1912-AM.png) **Step 10: Save the Notification** 1. Review the notification settings. 2. Click **Save**. The system will start emailing Analytics Reports to the selected contacts according to the configured schedule. Each report provides site contacts with a consolidated summary of submitted reports, activities and reported issues for the selected reporting period, making it easier to review what has occurred at the site. *![](https://help.cerely.com/hs-fs/hubfs/image-png-Oct-09-2026-04-44-11-6508-AM.png?width=2567&height=946&name=image-png-Oct-09-2026-04-44-11-6508-AM.png)* - [System Setup](https://help.cerely.com/system-setup?hsLang=en-au#main-content) - [Personal Settings](https://help.cerely.com/system-setup?hsLang=en-au#personal-settings) - [Users & Permissions](https://help.cerely.com/system-setup?hsLang=en-au#users-permissions) - [Organisation Settings](https://help.cerely.com/system-setup?hsLang=en-au#organisation-settings) - [Configuration System](https://help.cerely.com/system-setup?hsLang=en-au#configuration-system) - [Reports Setup](https://help.cerely.com/system-setup?hsLang=en-au#reports-setup) - [Client Management](https://help.cerely.com/client-management?hsLang=en-au) - [Site Management](https://help.cerely.com/site-management?hsLang=en-au#main-content) - [Site Profile](https://help.cerely.com/site-management?hsLang=en-au#site-profile) - [Notifications](https://help.cerely.com/site-management?hsLang=en-au#notifications) - [Contacts](https://help.cerely.com/contacts?hsLang=en-au) - [Personnel Management](https://help.cerely.com/personnel-management?hsLang=en-au) - [Task Manager](https://help.cerely.com/task-manager?hsLang=en-au) - [Rostering](https://help.cerely.com/rostering?hsLang=en-au#main-content) - [Site Rosters](https://help.cerely.com/rostering?hsLang=en-au#site-rosters) - [Accounts](https://help.cerely.com/accounts?hsLang=en-au#main-content) - [Xero](https://help.cerely.com/accounts?hsLang=en-au#xero) - [MYOB](https://help.cerely.com/accounts?hsLang=en-au#myob) - [Troubleshooting & FAQ's](https://help.cerely.com/troubleshooting-faqs?hsLang=en-au) - [Cerely Personnel Mobile App](https://help.cerely.com/cerely-personnel-mobile-app?hsLang=en-au) [![](https://help.cerely.com/hs-fs/hubfs/Images/Cerely%20Logo_Landscape-4C-1.png?width=125&height=32&name=Cerely%20Logo_Landscape-4C-1.png)](http://cerely.com?hsLang=en-au)