Scheduled Reports (Enterprise)
- In this article:
- Overview
- Create New Scheduled Report
- Manage Scheduled Report
Overview
Reports can now be automatically distributed via email at specified intervals.
The Scheduled Reports list can be accessed by selecting Scheduled Reports from the gear icon located in the upper right corner of the program.
Create Scheduled Report
Select Scheduled Reports from the gear icon in the top right corner of the program. To add a new report, click the blue New button in the upper right corner.
On the New Scheduled Report screen, select the desired report name from the first dropdown menu.
Next, select the desired frequency for the report to be emailed by choosing an option under Schedule Interval.
When Weekly is selected as the Schedule Interval, the system will request the preferred day of the week for sending the report.
If a report supports a Date Range filter, a Report Interval box will appear below. Note that this option is not available for all reports. For example, selecting the Maintenance Detail report allows applying a date range to view tasks completed within a specific time period.
Selecting Last 30 Days ensures that each generated report includes maintenance tasks completed within the previous 30 days. Additionally, a Location filter can be applied to limit the report’s content to equipment from a specific site.
The Last Sent value determines when the system schedules the next report email. Typically, this is set to the current date to start the countdown from today, though it can be backdated if needed.
Recipients for the report can be selected in the Recipients box. Only Employees linked to a license and associated with an email address are eligible to receive the report. Emails cannot be sent to employees not attached to a license. Multiple recipients can be specified for a single scheduled report.
Reports are emailed in PDF format by default. To receive the report in CSV format instead, select the CSV File checkbox at the bottom. Click Save to complete the setup.
Manage Scheduled Reports
To review the list of scheduled reports, click the gear icon in the top right corner and select Scheduled Reports.
Select any scheduled report name to make changes.
To completely remove a scheduled report from the system, click the red Delete button at the bottom of the Edit Scheduled Report screen.
