No more lost deadlines or renewal dates with our scheduled reports, which all users can add and edit according to their needs.
Accessing Scheduled Reports
To access the tool, click Account -->Scheduled Reports:>Scheduled Reports.
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Scheduled Reports page
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From
From the new window, you can search
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by any word of the names of the reports.
You can filter on any column by clicking on the dropdown arrow.
You can add a new scheduled report by clicking the circled plus sign, and then you select the report from the list.
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In the next step, you add recipients (as many emails as needed), frequency, and Fleets for the newly created report and Click Save.
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