--- title: How to Set Up Automatic Checkpoint Notification Reports description: Learn how to set up automatic Checkpoint Notification reports in Cerely and email site or parent company contacts on a scheduled basis. --- [Skip to content](https://help.cerely.com/how-to-set-up-automatic-checkpoint-notification-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 Checkpoint Notification Reports ## You can configure Checkpoint Notification reports to be automatically emailed to your site contacts or parent company contacts. Set the report schedule, date range, reporting period and email recipients to ensure the correct checkpoint data is sent at the required time. **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/hs-fs/hubfs/image-png-Oct-09-2026-03-29-47-9854-AM.png?width=670&height=248&name=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 **Checkpoints Reports**. The system will automatically populate the Subject and Message fields. You can edit this text if required. ![](https://help.cerely.com/hs-fs/hubfs/image-png-Oct-09-2026-03-31-16-7696-AM.png?width=670&height=249&name=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 *Proof of Service* so the recipient can identify which site the report relates to. **Example:** Proof of Service – Anglers Arms Hotel ![](https://help.cerely.com/hs-fs/hubfs/image-png-Oct-09-2026-03-32-53-6513-AM.png?width=670&height=247&name=image-png-Oct-09-2026-03-32-53-6513-AM.png)  **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-09-2026-03-33-52-7945-AM.png?width=670&height=247&name=image-png-Oct-09-2026-03-33-52-7945-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-09-2026-03-34-49-3644-AM.png?width=670&height=247&name=image-png-Oct-09-2026-03-34-49-3644-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-09-2026-03-35-56-2788-AM.png?width=670&height=247&name=image-png-Oct-09-2026-03-35-56-2788-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-09-2026-03-37-22-4026-AM.png?width=670&height=246&name=image-png-Oct-09-2026-03-37-22-4026-AM.png)  **Step 7: Set the Reporting Period** 1. Click the **From Time** field and select the start time. 2. Click the **To Time** field and select the finish time. These fields determine which checkpoint data is included in the report. **Example:** Selecting 6:00 am to 6:00 am combines checkpoint data from 6:00 am until 6:00 am the following day or 06:00 am to 18:00 combines checkpoint data from 6:00 am until 6:00 pm the same day You can configure separate reporting periods for day shifts, night shifts or a full 24-hour period. ![](https://help.cerely.com/hs-fs/hubfs/image-png-Oct-09-2026-03-38-49-3170-AM.png?width=670&height=248&name=image-png-Oct-09-2026-03-38-49-3170-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 report is sent, not the reporting period. ![](https://help.cerely.com/hs-fs/hubfs/image-png-Oct-09-2026-03-41-19-6622-AM.png?width=670&height=248&name=image-png-Oct-09-2026-03-41-19-6622-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. - **Daily:** Reports are sent every day of the week. - **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-09-2026-03-56-16-5648-AM.png?width=670&height=249&name=image-png-Oct-09-2026-03-56-16-5648-AM.png)  **Step 10: Save the Notification** 1. Review the notification settings. 2. Click **Save**. The system will start sending Checkpoint Notification reports to the selected contacts according to the configured schedule. ![](https://help.cerely.com/hs-fs/hubfs/image-png-Oct-09-2026-03-57-25-7693-AM.png?width=670&height=247&name=image-png-Oct-09-2026-03-57-25-7693-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)