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 on the Account tab → click on Scheduled Reports:
Scheduled Reports Page
On the new window, you can do the following:
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Use the search bar to find reports by entering any part of their names.
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Click on the dropdown arrow to filter any column.
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You can add a new scheduled report by clicking the circle plus icon and then selecting the report from the list.
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In the next step, add as many emails as needed in the Recipients field, select the Fleet, and Frequency for the newly created report.
Edit the new scheduled report -
Click the Save button.