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How to Schedule a Standard Report

How to Schedule a Standard Report

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 (NZĀ orĀ AU)

  • Navigate to Reports

Ā 



Ā 

  • Change Type to "Saved Report"



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



  • SelectĀ OnĀ 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 theĀ "Selection Mode"Ā - reports can be configured to run on Individual Resources or Groups of ResourcesĀ 



  • 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 theĀ View Saved ReportsĀ link at the top of the reports page and then click on the appropriate report to edit it.



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