Automatically Creating and Emailing Report Cards in the PWS Application

Automatically Creating and Emailing Report Cards in the PWS Application

Introduction

The PWS Application simplifies report tracking by automatically generating and emailing Report Cards based on staff-entered statistical data. This guide walks you through the steps to set up automatic report card emails, ensuring you receive essential performance insights at your preferred intervals.

Steps to Enable Auto Email for Report Cards

1. Access the Settings Page

  • Click the settings icon in the navigation bar.
  • From the dropdown menu, select "Settings."

2. Locate the "Auto Email Report Card Interval" Section

  • Scroll down to find the "Auto Email Report Card Interval" settings.

3. Select Report Card Type and Frequency

  • Choose the type of Report Card you want to receive:
    ✅ Weekly
    ✅ Monthly
    ✅ Quarterly
    ✅ Yearly

4. Set a Start Date

  • Select the date when you want to receive the first auto-generated Report Card.

5. Add Recipients

  • Click the "Add Email" button.
  • Enter the email address of the recipient who should receive the Report Card.
  • Repeat to add multiple recipients. (There is no limit to the number of recipients you can add.)

6. Save Your Settings

  • Click Save to activate automatic report card emails.
  • PWS will now send PDF copies of the selected Report Card directly to your email at the chosen intervals.

Managing Recipient Emails

Editing an Email Address

  • Click the Edit (Pencil icon) next to the email address.
  • Update the email address as needed and Save changes.

Deleting an Email Address

  • Click the Delete (Trash can icon) next to the email address.
  • A confirmation dialog will appear.
  • Click Yes to confirm deletion, or Cancel to retain the email.

By following these steps, you can ensure that Report Cards are automatically created and sent to key team members, keeping your practice informed and proactive.


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