How to manage Scheduled Reports

    Audience Fleet Managers, Fleet Admins
    Applies To Fleet Dashboard > Reports

     

    Introduction

    Scheduled reports help Fleet Managers easily distribute reports to internal and third-party stakeholders. You can edit the schedule, copy it for a new report, rename or even delete a schedule.

     

    Steps: Managing scheduled reports

     

    Edit Schedule

    1. Log into Motive Fleet Dashboard and click on Reports in the left-hand side menu.

    2. To view the list of scheduled reports, click on the Scheduled tab.

    3. To edit a report, click on the Options drop-down and select Edit Schedule.

    How_to_manage_Scheduled_Reports-01.png

    You can make changes to the following fields:

    • Schedule Name - Name of the scheduled report
    • Deliver To - Report recipients (You can add multiple recipients)
    • Report Time Range - Time range of the data to be displayed in the report
    • Schedule - How often you want the report to be distributed
    • Time - Time of day you want the report to be distributed
    • Deliver Report As - Format of the report. You can choose from a CSV or a PDF format.

    How_to_manage_Scheduled_Reports-02.png

    4. Click on the Update Schedule to accept the changes made.

    How_to_manage_Scheduled_Reports-03.png

    Note: A notification will appear on the top of the screen once you’ve successfully updated your schedule.

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    Copy this Schedule

    1. To copy a schedule, select Copy this Schedule from the Options dropdown.

    How_to_manage_Scheduled_Reports-05.png

    2. From the Report dropdown, choose the report you want to copy.

    How_to_manage_Scheduled_Reports-07.png

    3. Edit the report title in the Schedule Name entry box.

    4. Select the External Recipients in the Deliver To field.

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    5. Click on Schedule Now to save the changes.

    How_to_manage_Scheduled_Reports-09.png

    Note: A notification will appear on the top of the screen once your scheduled report has been successfully copied.

     

    Delete Schedule

    1. To delete a scheduled report, select Delete Schedule from the Options dropdown.

    How_to_manage_Scheduled_Reports-11.png

    2. Click on Yes to continue.

    How_to_manage_Scheduled_Reports-12.png

    Note: A notification will appear on the top of the screen once your scheduled report has been successfully deleted.

     

     

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