HOW TO SCHEDULE A REPORT 

Steps:

1. From the Tracking screen, click the Menu Bar icon on the top left-hand corner to access the Navigation Panel

2. Click Reporting 

3. Click the Report Schedules submenu item

4. On the Report Schedules Screen, click the Add New Report Schedule button on the top right- hand corner

5. In the General Information section, type the Name of the report schedule as it will appear in the subject line of the email

6. Click the Report Type drop-down menu and select the Type of Report that you would like to schedule
   
   
   
   
   
   
   
   
   
   
   
   
    

7. In the Schedule section, click the Frequency drop-down menu and from the available options select how often you want the report to be emailed

8. Click the Run Time drop-down menu and select a preferred time when you want the report to be emailed

9. Click the Report Period drop-down menu and select the period you want to include in the Report
   
   Note: The Frequency and the Report Period of a report schedule should be logical. For example, if you want a report to be sent to you every First Day of the Month, then the Report period needs to be the Previous Full Month.
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
    

10. In the Assets section, click the Asset Types drop-down menu and select the checkboxes next to the Asset type(s) you wish to include in the report

11. Alternatively, click the checkboxes next to the Asset description(s) that you want to include in the report, or

12. Click the Select All button to assign all your assets to the schedule

13. Click the Unselect All button to unselect the Assets, if necessary
    
    Note: Depending on the type of report you are scheduling, you will need to define the corresponding parameters/ restrictions. For Example, for a POI Report, you can define Work Hours, POI Category and Minimum duration.
    
    
    
    
    
    
    
    
    
    
    
    
    
    
    
    
    
    
    
    
    
     

14.  In the Email section, type one or more email addresses in the To field that you want to send the scheduled reports to
    
    Note: To add more than one email address, type a SemiColon to separate one email from another. 
     

15. Click the File Format drop-down menu and select between Excel or CSV to email the Report in the preferred format
    
    
    
    
    
    
    
    
    
    
    
    
     

16. Click the Save button on the top right-hand corner of the Report Schedule screen to save the New Report Schedule

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