Scheduled Reports Follow

Overview

Scheduled reports provide deeper, data-driven insights that empower better decision-making and enhance operational efficiency. With IntelliShift, fleet leaders can automate report delivery, ensuring timely access to critical information. These reports run automatically and are sent directly to recipients' email inboxes, so they have the data they need precisely when they need it, without the hassle of logging in.

In this article, learn how to access the on demand reports, run a report, and use the reporting tools.

Table of Contents

• Access Scheduled Reports
• Scheduled Report Navigation Overview
• Schedule a Report
• Best Practices

Access On Demand Reports

To access Scheduled Reports, follow these steps:

1. In the left-hand navigation, select the "Telematics” service module.
2. In the top navigation, select "Data and Reports."
   • In the dropdown menu, select “Scheduled Reports.”

Scheduled Reports Navigation Overview

The image above displays the second step of running an Scheduled Report. In this view, you can

• Select frequency of the report (1)
  • Please note, if you select a "Daily" report, the report will display the last 24 hours of data. Likewise, if you select "Weekly," the report will capture information over the previous 7 days.
• The following options may look different depending on the frequency selected:
  • Select which weekday the report should run (2)
  • Make the report active. If active, the report will actively run as scheduled (3)
  • Name the report. This report name will display in the subject line (4)
  • Select the delivered report format (5)
  • Generate the report by asset, operator, or branch (6)
  • Select the time the report will send (7)

Schedule a Report

View the steps below to learn how to schedule a report.

Best Practices

Scheduled Report Creation

• Please note that only the creator of the scheduled report can view, modify, and delete the report. If you have standard reports that should go out to all branches, it may be best to have these reports created by a single office administrator account. 

Report Asset/Operator/Branch Selection

• If needing to schedule a report for a full branch, it is best to use the "Generate Report by" branch tool in the upper right-hand corner during step one. This will ensure that as your branch fluctuates, all assets are accounted for.
• 

Report Frequency

• When deciding on frequency, please note that the data within the report will reflect the timeframe between each scheduled report. In other words, if you select a "Daily" report, the report will display the last 24 hours of data. Likewise, if you select "Weekly," the report will capture information over the previous 7 days.

Report Name

• The report name will display in the subject line of an email. Ensure that your subject line offers clarity to the recipient regarding what the report contains.