Building & Automatically Delivering a Custom Report

In this section we will review the Report aspect inside the Alert Function of the PinPoint platform.

Select Alerts, mid-way down the left side of the screen. You will next see your Alert Center.

Click Add Alert in Blue.

Now inside, you can name the Report whatever you would like. Notify for All or use Member Type and Member Groups to drill down to identify the aspects of your population.

There are two Types of Reports

• Reports based on Symptoms or Conditions - related to survey responses and results from answers to your screener
• Broadcast Reports - related to the broadcast notifications sent instructing your population to complete their wellness screener

We have a Form Condition Alert set below to notify if anyone inside the entire organization responded YES to any of the wellness screening questions.

In this case, Admin@Pinpoint.us would receive a CSV Report of any YES response via email and text.

Decide on who is getting the Reports inside "Alert Receivers".

Using the Receiving Frequency & Scheduling tools at the very bottom you can determine where and when these reports are delivered.