Schedule a Report to Generate and Send

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Use the following steps to schedule a report to automatically generate and then send to a recipient, for example, fleet reports for invoicing. Reports can be scheduled to generate and send as a one-time occurrence, or on a recurring schedule. Steps are provided for both.

Note: See Scheduled Tasks (Tools) for additional information about this tool.

Tools Required

• DirectorX user account with access to the Scheduled Tasks tool.

Steps

1. Log In to DirectorX.
2. Select Tools>Scheduled Tasks. The Scheduled Tasks panel opens.

1. Select Add New. The Scheduler opens.

1. In I am scheduling, select Report.
2. In Schedule Name, enter an identifier for the scheduled report.
3. In Recipients, select Add....

1. Select Email. The Add Email dialog opens.

1. Enter the recipient's email address.
2. Select OK. The dialog closes and the email address is added to Recipients.
3. Repeat the steps for each additional email address.
4. Navigate to the Details section.
5. In Report Type, select the report to send, for example, Accounting Report.
6. Select Edit Filters to customize report data.
7. In Time Frame, select the time frame.
8. In Sites / Devices, select the sites and devices from the drop-down menu.
9. Select Include an Excel version of the report to also include an XLSX file of the report.
10. Navigate to the Choose a Frequency section.
11. Select a start date and time and enter your time zone.
12. Select the Frequency.
13. Select whether you would like to receive the report on a daily basis or at another time frame.
14. Choose the date.
15. Select Save.

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Updated: 040126