How to Schedule a Standard Report

Owned by Lisa Tubb (Unlicensed)

Last updated: 23 Apr, 2024 by Sarah Masefield

2 min read

To save time you have the option of setting up reports to be run and delivered to you via email on a scheduled basis

Video: How to schedule a Standard Report

Video: How to schedule a Standard Report

How to schedule a Standard Report

How to schedule a Standard Report

Log into the Smartrak Map site (NZ or AU)
Navigate to Reports

Select a Report from the drop down list - refer to Archived - *Reporting - which report shows what to understand the purpose of each report

Change Type to "Saved Report"

Edit the Report Name to make it easy to identify - eg Weekly Vehicle Behaviour

Select On to enable the automatic emailing of the report, and here you can edit when the report is emailed to you

Select the Date Range for the report - Previous Day, Week or Month

Select the "Selection Mode" - reports can be configured to run on Individual Resources or Groups of Resources

Click 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.

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

For editing a scheduled report see How to Edit a Scheduled Report
If you are still unable to find an answer to your question, please log a support request via the Smartrak Service Desk

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