User Guides.

You can use the Send a report by email job to receive reports on fleet activity by email regularly, without logging in to the system. 

To create the job, follow the steps below.

 

  1. Click New on the Jobs tab.
  2. Select the report by email job type.
  3. Select the resource in which the job should be stored.
  4. Select the report you’d like to schedule.
  5. Select the format of the report to be emailed.
  6. Select the grouping for the report.
  7. Include a map of report events if necessary.
  8. Specify the report interval.
  9. Attach the report as a file, or send a link to the report.
  10. List the report recipient emails
  11. Select the units/groups that the reports will apply to (only units in the work list are shown).
  12. Enter report name and delivery schedule.

Interval configuration examples

To receive a daily report, select the For previous 1 days interval and specify night time in the execution schedule, for example, 3:00. Then, by the beginning of a new working day, the recipients will have already received an email with a report for the previous day.

If the working day ends after midnight (for example, rides end after 00:00), select the For previous 24 hours interval, and set the activation time to 4:00 am. With these settings, a report is generated every day at 4:00 am and contains data for the past 24 hours. Also, the trips ending after midnight are not divided into two parts.

To receive a weekly report, select the For previous 1 weeks interval and specify night time in the execution schedule, and select Monday in the time limitation. Thus, by Monday morning the recipients will already have a report for the past week.

To receive a monthly report, select the For the previous 1 months interval, specify the time in the execution schedule, and select the first day of the month in the time limitation. Thus, the report for the previous month will be sent to the recipients on the first day of each month.

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