THE E-CHANTIER PLATFORM
Automatic weekly report
An email summarising the company's week. Key indicators from your reports, without digging. Switched on and configured in Automations.
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An email summarising the company's week
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Key indicators from your reports, without digging
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Switched on and configured in Automations
Guide
The week’s summary, without writing it yourself
The weekly report gathers the app’s data for last week and sends it by email. It is not a hand-written report: the figures come from attendance, expenses, income, issues and works.
What it contains
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For each active site
Expenses and income, attendance (days present out of all records), issues still open and the average progress of the works.
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For the whole company
Total expenses and income, profit and the number of open issues.
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The period
The previous calendar week, Monday to Sunday.
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The recipient
The company’s contact address or, if it is missing, the admin’s address.
Settings
- On or off in Automations
- The report is switched on and off in Automations, for the whole company.
- A copy on WhatsApp
- Optionally, managers can get a copy on WhatsApp, if the company has the channel set up.
Good to know
- The report summarises. The details — per person, per expense, per stage — stay in the app.
- Archived sites are not included.
Questions about the weekly report
What does the weekly report contain?
For each active site: expenses, income, attendance, open issues and average progress; for the whole company: totals, profit and open issues.
Who receives it?
The company’s contact address; if it is not filled in, the admin’s address. Optionally, a copy on WhatsApp for managers.
Can I turn it off?
Yes, in Automations.
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