Email reports and backups
Have signed forms and periodic CSV reports emailed to you, as a copy of your records kept outside NestliCare.
NestliCare can email you copies of key records, so you always have a paper trail outside the app. It's under Settings → Reports, in Email Reports & Backups.
These go to your own inbox. They are your personal settings, not settings for the whole organization. Each owner or center admin who wants copies turns them on for themselves. A center admin gets copies for their own center.
Turn it on
- Open Settings → Reports.
- Make sure Email notifications is on.
- Turn on the copies you want.
Signed copies email you a copy each time a family signs one, with the file attached:
- Signed parent forms (PDF attached)
- Signed documents (file attached)
Periodic reports email you a CSV on a schedule:
- Attendance report (children's check-ins and check-outs)
- Meal report (meals served, including foods and portion eaten)
- Timesheet report (staff time entries with clock-in and clock-out)
Once a report is on, pick how often it comes: Weekly, Biweekly (every two weeks) or Monthly. If you have more than one center, you get a separate email for each center.
Pick the ones that matter to you and leave the rest off.
Why bother
Two good reasons: a backup of your data that lives in your own inbox, and a paper trail for signed forms and documents that you don't have to log in to find. It's a small setup that pays off at audit time or if you ever need records in a hurry.
Troubleshooting
Another admin isn't getting the reports. These settings are per person. They need to turn the reports on under their own Settings → Reports.
The switches are greyed out. Email notifications is off. Turn it on first.