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Scheduled Reports

Scheduled Reports

These are automatically genertated reports that will be send to you or your clients on a daily; weekly or monthly basis. 
These can be created for a range types and typically used for weekly summary report meetings and auditing.

How to create a scheduled report

  • From the home screen page, within the left hand side menu there will be categories named reports
  • Select Scheduled reports 
  • On the schudeld reports screen, all currently created reports will be displayed.
    • These can be filtered according to subscription or device name
  • To create a new scheduled report, click on the green plus sign located on the right of the screen. 
  • From the create screen, select and fill in the required criteria’s
    • Lastly tick the ” Include CSV in report” box and every time the scheduled report is sent off, it will include a CSV of the raw data sent.  
  • Click create 
  • Done, now the report will send in the next send cycle based off the criteria filled in.
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