Scheduling a report allows you to automatically deliver key data and insights at regular intervals. It ensures that relevant information is consistently shared with the right people, supporting better visibility across your operations, and reducing manual work.
Scheduling a report
After generating a report, click Schedule on the right side of the screen
Name the report. The name will be included in the email to the recipients
Add the email addresses of the people who should receive the report. You can add multiple recipients
Choose the Frequency* of your report from the drop down menu
* Frequency
You can select daily, weekly or monthly scheduled reports.Daily reports will include past 24 hours of asset activity
Weekly reports will include 7 days of asset activity starting on the day of the week you specify
Monthly reports will include a asset's activity in the previous calendar month and will be delivered on the first day of the following month (e.g. monthly report on January will be delivered on the 1st of February)
Select which Format you want to send it in
Choose the Language of the report
Click Save Schedule to save and schedule your report
Once you have saved your scheduled report, you can find it under the Scheduled Reports tab.
Edit a scheduled report
Go to the Reports app
Click on the report you want to edit
In the pop-up, edit name, recipients, frequency, format and/or language
Click More to edit Report Parameters or Save as new
💡 Tip: Select Edit Report Parameters if you want to add a new asset to the list, or change the hours or days of interest you specified when generating the report.Click Save Schedule to save your changes
💡 Tip:
Need more help?
Click on the Messenger icon in the lower left corner to get in touch with Customer Support.