Q88 - Scheduled Reports

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:

Open

Scheduled Reports tool under Account

Scheduled Reports page

Open

Scheduled Reports page

• From the new window, you can search by any word of the names of the reports using the search bar.

• 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 selecting the report from the list.

  • Add recipients (as many emails as needed), frequency, and Fleets for the newly created report and Click Save.