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 it, or even delete a schedule.

    Note: The Scheduled Reports feature is only available for Enterprise customers. 

     

    Steps: Managing Scheduled Reports

     

    Edit Schedule

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

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

    3. To edit a report, click 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 - You can add multiple recipients or all recipients linked to particular roles.
    • 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 - The 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 Update Schedule to accept the changes made.

    How_to_manage_Scheduled_Reports-03.png

    Note: A notification appears at the top of the screen once your scheduled report is successfully copied.

    mceclip1.png

     

    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.

    mceclip0.png

    5. Click Schedule Now to save the changes.

    How_to_manage_Scheduled_Reports-09.png

    Note: A notification appears at the top of the screen once your scheduled report is 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 Yes to continue.

    How_to_manage_Scheduled_Reports-12.png

     

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