How to Create and Manage Report Schedules

Step 1: Create a Report Schedule

1. Navigate to the Scheduled Reports: Go to the Scheduled section above the report list.
2. Open the Scheduled Report Wizard: Click the plus icon (+).
3. Enter Details:
   • Name: Give your schedule a name.
   • Run As: Select the user you wish to run the report as.
   • Frequency: Choose how often you want the report to run (weekly or monthly).

Step 2: Set Up Frequency

• Weekly: Choose the day of the week you want the report to run.
• Monthly: Choose the day of the month you want the report to run.

Step 3: Choose Recipients

1. Select Recipients: Choose who will receive the report via email. Options include:
   • Yourself (default)
   • Individual users
   • All users in a role

Step 4: Review and Finish

1. Review Setup: Click Next to review your setup.
2. Finish: Click Finish to create the schedule.

Step 5: Add Reports to the Schedule

1. Add Reports: Click the Add Button to add multiple reports to the schedule.
2. Select Reports: Navigate to the section where your report appears and select the report you wish to add.
   • Note: Reports available on the Lite package are restricted to Trip Listing, Stopping Report, Fuel Transaction, and Alert Report.

Step 6: Set Report Parameters

1. Match Schedule Type: Ensure the report parameters match the schedule type. For example, if you are receiving a weekly report, set the date range to the Last 7 days.
2. Add Report: Click OK to add the report to the schedule. It will now appear in the list.

Step 7: Remove Reports from the Schedule

1. Delete Reports: Use the bin icon to delete any reports from the schedule if needed.