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PLEASE REFER TO: How to Schedule a Standard Report


Video Training Presentation

How to set up a saved report.mp4


How to set up a scheduled report to be emailed to the map user email on a regular basis.

WhyCreation of regularly required resource reporting.
WhatHave reports emailed to you on Monday for the past weeks activities.
How

Step-by-step guide

Log into the Smartrak map site (

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https://app.smartrak.co.nz

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(NZ) or  https://app.smartrak.com.au (Aus)

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)

Navigate to Reports

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  1. Select the required Report Type from the drop down list & change the Type from One-Off Report to Saved Report
  2. Edit the Report Name to make it easy to identify - eg Weekly Vehicle Behaviour
  3. Select the Date Range for the report - Previous Day, Week or Month
  4. Select On to enable the automatic emailing of the report, and here you can edit when the report is emailed to you
  5. Select Resources individually by clicking on them until they turn blue or select all with the Select All button
  6. Select Save Report to set this up as a scheduled report

If you want to edit any of these details in the future, such as adding or removing vehicles from the report

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.

Select the View Saved Reports link at the top of the reports page and then click on the appropriate report to edit it.

 


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