Creating a Scheduled Report – IntelliShift

From the Top Menu click Data and Reports
From within the Data and Reports menu, you will see options like Route Playback, On Demand, Scheduled and Logs. Click Scheduled.
Within the Scheduled Page, it will display all of the scheduled email reports at the top, On the Bottom Left hand corner below the scheduled reports click Create Report
From the Left-hand side of Create Report will be a list of the reports to have delivered on a regular frequency.
Choose the Report
- Step 1 of the Report Creation process is selecting what assets you want it to be delivered for.
  - Reports can be created for Assets, Operators or by Branch.
- Step 2 would be configuring the schedule, Reports can be delivered Daily, Weekly, Bi-Weekly and even Monthly.
  - Choose the Time of when to receive the report, with the designated Time Zone.
  - Click Next
- Step 3 is where the user will Name the Report, Choose how the report will be delivered (Excel, CSV, PDF, Hyperlink) and fill in the appropriate Parameters.
  - Click Next
- Step 4 the user will define the email recipient(s) who will receive the report based on the scheduled time.
Click Finish.

Creating a Scheduled Report Follow