--- title: Auto Emailing of Reports description: Auto Emailing of Reports --- [Skip to content](https://university.guardhousehq.com/auto-emailing-of-reports#main-content) English Show submenu for translations [![Text\_gradient gold-1-2](https://university.guardhousehq.com/hs-fs/hubfs/Text_gradient%20gold-1-2.png?width=225&height=30&name=Text_gradient%20gold-1-2.png)](https://university.guardhousehq.com/?hsLang=en) Open main navigation Close main navigation - English Show submenu for translations - [Contact Support](mailto:support@guardhousehq.com) [Contact Support](mailto:support@guardhousehq.com) How can we help you? - There are no suggestions because the search field is empty. 1. [Guardhouse Knowledge Base](https://university.guardhousehq.com/?hsLang=en) 2. [Reports](https://university.guardhousehq.com/reports?hsLang=en) # Auto Emailing of Reports ### Auto Emailing of Reports Print 1\. On the Customer page, select your customer you wish to create a portal for ![](https://university.guardhousehq.com/hubfs/Knowledge%20Base%20Import/5qF5K29AD7MuQnaZJB4JYfYL0E3BL6MQ8g.png) 2\. Click "Customer Portal" ![](https://university.guardhousehq.com/hubfs/Knowledge%20Base%20Import/6T5kc22aCTvFi8eK2xb631Y0nQzyTYu8DA.png) 3\. Click "+ Customer Account" ![](https://university.guardhousehq.com/hubfs/Knowledge%20Base%20Import/-RULzjS1mZMUDQw8eE-GEraF2orjJD3Ugg.png) 4\. Click the "Enter First Name" field. ![](https://university.guardhousehq.com/hubfs/Knowledge%20Base%20Import/xY533AHN0EUs3yzF4HbdeTuLAtAilDC2Zg.png) 5\. Click the "Enter Last Name" field. ![](https://university.guardhousehq.com/hubfs/Knowledge%20Base%20Import/wuYyHOoGvzrQbIro3-_pbYcGCcvigObrMg.png) 6\. Click the "Enter Email Address" field. ![](https://university.guardhousehq.com/hubfs/Knowledge%20Base%20Import/SeaUu-r_f7ly6y9jjKpGFG9tKcgaF1i4Kw.png) 7\. Then select which of the customer needs access to a 'Static Site' or 'Patrol Site' ![](https://university.guardhousehq.com/hubfs/Knowledge%20Base%20Import/GPA9wwnbKcjTPEVW5DzTdmWglLLaEjq_5A.png) 8\. Next you can select which reports the client will need access to. ![](https://university.guardhousehq.com/hubfs/Knowledge%20Base%20Import/b_jMK8v4H5cM9xR_6DlUQzMlMXr1rjn1RQ.png) 9\. Select a frequency option. ![](https://university.guardhousehq.com/hubfs/Knowledge%20Base%20Import/2jqsh1K6ERg7g2_X7SvO-1fbUzK6IPlhmg.png) 10\. Select a time you wish for the reports to be sent to the Client ![](https://university.guardhousehq.com/hubfs/Knowledge%20Base%20Import/3fIDXeOgyeqAy3SVIMUuA8t7Yu2Ex3IQ8A.png) 11\. If you wish to share certain incident Reports to the client select 'Add Specific Report' ![](https://university.guardhousehq.com/hubfs/Knowledge%20Base%20Import/PCFcoRQ2mu4lOJmmRUE98rErHC7JSp60Kg.png) 12\. Select the chosen report. ![](https://university.guardhousehq.com/hubfs/Knowledge%20Base%20Import/XNDz1qlxtyR-f2p53LpfBdlyTeQ4RvWBxg.png) 13\. Select a frequency option. ![](https://university.guardhousehq.com/hubfs/Knowledge%20Base%20Import/RS7Mws7ZERCn686Af5tGsxtVlusZ2_FV_w.png) 14\. Select a day ![](https://university.guardhousehq.com/hubfs/Knowledge%20Base%20Import/RGrTX6g8MjexitslGobTrr5wtNQLVUdHAQ.png) 15\. Select a time you wish for the reports to be sent to the Client ![](https://university.guardhousehq.com/hubfs/Knowledge%20Base%20Import/7rDAQv3lYHb60Wm_3-xe8kKXO3p6mQH6lA.png) 16\. Click "Save" ![](https://university.guardhousehq.com/hubfs/Knowledge%20Base%20Import/SXYyrKkfRpAFpYyJ9Hrq7W-8Xu9C687eUg.png) 17\. You can then send the client an invitation to their portal. ![](https://university.guardhousehq.com/hubfs/Knowledge%20Base%20Import/g-N0g8a44j4X19crZlmIe2FAzB4jCD6aJA.png) **TIP: If the Client does not want to log in to a portal then you can just save the information, and the reoccurring emails will be sent on time with the correct reports you have set up.recurring** 18\. The email will be sent on behalf of Guardhouse ![](https://university.guardhousehq.com/hubfs/Knowledge%20Base%20Import/99Nx6cMSYxqFkuYUwsUN_R-8uYsYUBl0BA.png) - [Dashboard](https://university.guardhousehq.com/dashboard?hsLang=en) - [Schedule](https://university.guardhousehq.com/schedule?hsLang=en) - [Timesheets](https://university.guardhousehq.com/timesheets?hsLang=en#main-content) - [Timesheets v1](https://university.guardhousehq.com/timesheets?hsLang=en#timesheets-v1) - [Timesheets v2](https://university.guardhousehq.com/timesheets?hsLang=en#timesheets-v2) - [Paysheets](https://university.guardhousehq.com/paysheets?hsLang=en#main-content) - [Payroll Extracts](https://university.guardhousehq.com/paysheets?hsLang=en#payroll-extracts) - [allowance/s](https://university.guardhousehq.com/paysheets?hsLang=en#allowance-s) - [Invoicing](https://university.guardhousehq.com/invoicing?hsLang=en#main-content) - [New Zealand](https://university.guardhousehq.com/invoicing?hsLang=en#new-zealand) - [Reports](https://university.guardhousehq.com/reports?hsLang=en#main-content) - [Staff Reports](https://university.guardhousehq.com/reports?hsLang=en#staff-reports) - [Incidents](https://university.guardhousehq.com/incidents?hsLang=en) - [Company Settings](https://university.guardhousehq.com/company-settings?hsLang=en#main-content) - [Timeclock](https://university.guardhousehq.com/company-settings?hsLang=en#timeclock) - [Onboarding](https://university.guardhousehq.com/company-settings?hsLang=en#onboarding) - [Integrations](https://university.guardhousehq.com/company-settings?hsLang=en#integrations) - [Payroll](https://university.guardhousehq.com/payroll?hsLang=en#main-content) - [Allowances & Deductions](https://university.guardhousehq.com/payroll?hsLang=en#allowances-deductions) - [Customers](https://university.guardhousehq.com/customers?hsLang=en#main-content) - [Customer Portal](https://university.guardhousehq.com/customers?hsLang=en#customer-portal) - [Sites](https://university.guardhousehq.com/sites?hsLang=en) - [Tours & Patrols](https://university.guardhousehq.com/tours-patrols?hsLang=en) - [Staff](https://university.guardhousehq.com/staff?hsLang=en) - [Subcontractor](https://university.guardhousehq.com/subcontractor?hsLang=en#main-content) - [Subcontactor Sharing](https://university.guardhousehq.com/subcontractor?hsLang=en#subcontactor-sharing) - [Frequently Asked Questions](https://university.guardhousehq.com/frequently-asked-questions?hsLang=en) - [Getting Started](https://university.guardhousehq.com/getting-started?hsLang=en) - [Holidays](https://university.guardhousehq.com/holidays?hsLang=en) - [Documents](https://university.guardhousehq.com/documents?hsLang=en) - [Leave / Unavailability](https://university.guardhousehq.com/leave-unavailability?hsLang=en) - [Guardhouse Support Topics](https://university.guardhousehq.com/guardhouse-support-topics?hsLang=en) - [Invoicing Integrations](https://university.guardhousehq.com/invoicing-integrations?hsLang=en) - [Payroll Integrations](https://university.guardhousehq.com/payroll-integrations?hsLang=en) - [Product Updates](https://university.guardhousehq.com/product-updates?hsLang=en) - [Release Notes](https://university.guardhousehq.com/release-notes?hsLang=en) - [Webinars](https://university.guardhousehq.com/webinars?hsLang=en) - [Xero](https://university.guardhousehq.com/xero?hsLang=en) - [Guides for Guards](https://university.guardhousehq.com/guides-for-guards?hsLang=en) - [API Integration](https://university.guardhousehq.com/api-integration?hsLang=en) - [Integrations](https://university.guardhousehq.com/integrations?hsLang=en) - [Tablet Clock-in/Clock-out](https://university.guardhousehq.com/tablet-clock-in-clock-out?hsLang=en) [![Text\_gradient gold-1-2](https://university.guardhousehq.com/hs-fs/hubfs/Text_gradient%20gold-1-2.png?width=150&height=20&name=Text_gradient%20gold-1-2.png "Text_gradient gold-1-2")](https://guardhousehq.com) [mailto:support@guardhousehq.com](mailto:support@guardhousehq.com) Copyright © 2025, Guardhouse