Scheduled Reports

What is the Scheduled Reports feature?

Scheduled Reports feature allows exporting and delivering one or more reports by specifying a scheduled frequency on a one-time or recurring basis. Scheduled reports will be delivered to the selected users through emails or SMSs.

What is the scheduled report screen contains?

The screen contains a table of created scheduled reports with some actions to perform on them, Add Scheduled Report button and Delete Selected button.

How to view created Scheduled Reports?

To view the created scheduled reports

1. click on Scheduled Reports button from the side menu.
   
2. Scheduled Reports will open with the list of created scheduled reports.
   

What are the actions can be performed on each already created scheduled report?

1. Delete which deletes a single schedule.
   
2. Edit will reopen the scheduled report to edit any field.
   
3. Deactivate will make the scheduled report inactive and if the scheduled report already inactive, Active button will appear instead.

4. Show vehicles will display the list of vehicles included in this schedule.
   

5. Show users will display the users that will receive the schedule.
   

How to Add Scheduled Report

1. Open Scheduled Reports from the side menu.
   
2. Click on Add Scheduled Report button.
   
3. Choose report/s type/s form the side list of report types.
   
4. Choose Frequency details and click on Continue button.
   

5. Choose the vehicles from the list of vehicles in the second screen and click on Continue button.
   
6. The third screen will appear which contains two sections:
   

• The upper table is the list of users will receive the scheduled reports. The logged in user is chosen by default.
  

• A group of optional fields which is:
  

• Additional Emails: in case you wanted to send the schedule for emails not in the system.
  
• Notify by SMS: check if you want to send the schedule by SMS for a mobile number.
  
• Additional Phones: will appear only in case Notify by SMS is checked and will contain the phone numbers you want to receive the schedule.
  
• Schedule Description: for any further information.
  

7. After filling all fields click on Save button, the scheduled report will be created, and you will be directed to scheduled Reports screen.
   

How to Delete Selected Scheduled Reports

1. Open Scheduled Reports screen from the side menu.
   
2. Choose the schedules you need to delete by checking the checkbox beside them. Users can delete multiple Scheduled Reports at the same time.
   
3. Click on Delete button.
   
4. A confirmation message will appear, click on Delete to confirm.