- Viewing Scheduled Reports
- Adding Scheduled Reports
- Editing Scheduled Reports
- Deleting Scheduled Reports
Viewing Scheduled Reports
- In the Business Navigation Menu, click Reports and select Report Scheduling.
- You will be directed to the Report Scheduling page. On this page, you can view the list of scheduled reports. The summary of the report scheduling details is shown in the table below, including the :
- Report Name
- Report Interval
- Report Duration (Days)
- Report Time
- Actions
Adding Scheduled Reports
- In the Business Navigation Menu, click Reports and select Report Scheduling.
- You will be directed to the Report Scheduling page. Find and click the Add Scheduled Report button.
- The Send Report To Email window will appear. Specify the following information:
Field Instructions Recipients In the Add recipient field, enter the recipient's email address and click the Add Email button. The email address will appear below the field. To add more email addresses, repeat the process. Interval Type Click the drop-down arrow to select the report interval type:
- Monthly
- WeeklyScheduled Week Day Click the drop-down arrow to select the preferred scheduled week day. Report Click the drop-down arrow and select the report type:
- KM & Time Report
- Compliance Report -selecting this type will enable the Compliance Report Option section.
- Breach Summary ReportReport Duration Click the drop-down arrow to set the report duration. Driver(s) Click the drop-down arrow to select the preferred driver(s). - After specifying the required information, click the Create button.
Editing Scheduled Reports
- In the Business Navigation Menu, click Reports and select Report Scheduling.
- Find the scheduled report you want to update and click its Actions icon. Select Edit.
- The Edit Schedule Content window will appear. Update the necessary information/fields.
- After updating the scheduled report, click the Update Schedule button to continue.
Deleting Scheduled Reports
- In the Business Navigation Menu, click Reports and select Report Scheduling.
- Find the scheduled report you want to delete and click its Actions icon. Select Delete.
- A Confirmation dialog box will appear. Click YES to continue deleting the selected report.