Scheduling Reports

You can schedule one-time and re-occurring reports and get them delivered to your email address.
Scheduled reports will be delivered at the start of the business day.

Note:
You can only schedule reports for the reports and fleets you have access to.

 

How to schedule a report:

Go into the report you wish to schedule, e.g. Over Speed Report. Select the fleet and the date range you want to schedule the report for, e.g. All Fleets, Monthly.

Click on the Tools dropdown menu:

toolsMenu

and select "Schedule this Report":


Scheduled Regpot Menu

Keep the Description or change to your own. The description will become the subject of the email.

Select the delivery frequency from the options available, e.g. Monthly.

Select how long you want the report to be active for. Reports can be one off or active for either 1, 3, 6 or 12 months.

Select the format you want the report delivered in i.e. pdf or csv, or both.


scheduledReportModal

Click Add. Your report has now been scheduled.

 

Example: The scheduled report above will be delivered by email every day for 6 months.

 

Note:
The system will default the delivery frequency based on the reporting period selected in the report. E.g. if you wish to schedule a monthly report, first select "Monthly" from the report date picker before clicking "Schedule this report":

 

Viewing your existing scheduled reports

If you wish to view which reports you have scheduled, go into Admin, My Profile and click on the tab "Scheduled Reports":


secheduledReportExisting

Changing an existing scheduled report

If you wish to make changes to a report you have scheduled, go into Admin, My Profile and click on the tab "Scheduled Reports".

Select the report you wish to change, make your changes and click "Update".

Your scheduled report has now been changed.

If you wish to temporarily stop a report you have scheduled, go into Admin, My Profile and click on the tab "Scheduled Reports".

Select the report you wish to temporarily stop, click the "Change" link next to the Active period, select "Stopped" in the dropdown and click Update. This report will now show up faded in the list of your scheduled reports.

Your scheduled report has now been temporarily stopped.

If you wish to start the scheduling again, click the "Restart" link on the report.

If you wish to delete a report you have scheduled, go into Admin, My Profile and click on the tab "Scheduled Reports".

Select the report you wish to delete, and click the "Delete Schedule" link.

Your scheduled report has now been deleted.