Scheduled & Emailed Reports

The reports that drive infection-prevention programs aren't pulled in a moment of crisis — they're sent on a calendar. Daily huddle sheets for the floor. Weekly compliance summaries for unit managers. Monthly board packs for leadership. Quarterly survey-readiness packets. clearPath generates every one of them on a schedule and emails them to the right inboxes — no human in the loop.

A distribution links a report definition, a schedule, and a recipient list. Set it up once and clearPath takes it from there: builds the PDF (or CSV, or Excel), runs it against the time period you specified, attaches it to a templated email, and sends it. If a delivery fails, the system flags it and retries automatically.

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Key Benefits

  • Daily, weekly, monthly, quarterly schedules
  • PDF, CSV, and Excel attachments
  • Recipient lists with role-based scoping
  • Templated email body
  • Automatic retry on delivery failure
  • Failure alerts to administrators
  • Audit trail of every send
  • Survey-ready archives

Distribution Schedule

Every distribution has its own calendar. Pick the cadence (daily, weekly, monthly, or a custom day-of-month rule), set the time of day, and clearPath does the rest. Time zones are honored per-distribution so a report scheduled for 7 AM in Toronto doesn't arrive at 4 AM in Vancouver.

  • Daily / weekly / monthly / custom cadences
  • Per-distribution time zone
  • Skip-on-holiday rules
  • Pause and resume without losing the schedule
clearPath report distribution schedule editor
clearPath report distribution options

Distribution Options

Each distribution carries the full report context with it: which report style, which time period (rolling or fixed), which scope (corporation / facility / unit), and which output format. Change the options once and every future delivery picks up the new settings.

  • Choose any of the report styles available on your edition
  • Rolling time periods (last 30 days, last fiscal quarter, etc.)
  • Multiple recipient lists per distribution
  • Optional CSV export alongside the PDF

Set It Once. Receive It Forever.

Available on Enterprise and Ultimate editions. Scheduled distribution is included at no additional cost.

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