Scheduled Reports

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Scheduled Reports automate the process of generating and distributing data from the system. With a scheduled report, you can select specific data fields and apply filters (e.g., by site, device, or location) to tailor the reports to your needs. These reports can be sent automatically to designated email recipients at specified intervals (e.g., daily, weekly, or monthly), ensuring users receive relevant updates without needing to log into the system.

Creating a Scheduled Report

• To create a scheduled report, navigate to Reporting > Scheduled Reports.
• Once here in the top right hand corner you will see a blue button to add a scheduled report.
• Upon clicking the button, a form will appear on screen, here you can add the following
  • Schedule Name
  • Period (Daily, Weekly, Monthly)
  • Time to Send (Clicking the clock icon to the right will open the time selector)
  • Recipients (After entering a recipient's email address select it in the drop down)