Creating and Scheduling Generic Reports

Go to the Reports page to see how to get here.

1. Click either Add or Add A New Report.

   1. A pop-up window will open.

2. Name the report.

3. Select a Report Type Category.

4. Select a Report Type.

   1. The fields will adjust to the report type.

5. Fill out all relevant fields.

6. Click Save.

The report has been created and will appear on your Reports page.

Creating A Report With A Schedule

1. Click either Add or Add A New Report.

   1. A pop-up window will open.

2. Name the report.

3. Select a Report Type Category.

4. Select a Report Type.

   1. The fields will adjust to the report type.

5. Fill out all relevant fields.

6. Click Schedule Enabled.

   1. New fields will appear.

7. Select a Start Time from the drop-down.

8. Select a Frequency from the drop-down.

9. Select which version of the report you want to generate.

10. Select the users who should receive the report.

11. Click Save.

The scheduled report has been created and will appear on your Reports page.

Ensure the selected users are authorised to see the same assets as you.

The report will be sent from your account, so will generate a report of all assets you have access to, and send a copy to selected users.

If you would like these users to have the report for only the assets they have access to, you will need them to create the report on their account.