User Guide

How to Create a Scheduled Report

1. Select Reports.

2. Select a Report Template you wish to create a schedule for and then select Edit.

3. Enable Schedule.

4. Select the type of schedule.

Once – Report will run once (overnight). Select the Start and End Date for the report.

Daily – Report results are generated daily based on the chosen weekdays.

Weekly – Report results are generated once a week on the weekday specified.

Monthly – Report results are generated once per month starting from the specified start date.

Quarterly – Report results are generated once every 3 months starting from the specified start date.

Annually – Report results are generated once per year based on the specified start date.

4. Select Save.

Knowledge Base
Quick Start User Guide
– v4 Quick Start Guide
General Information
Get in contact with us
V4 User Guides
Address Search
– How to Complete an Address Search
Admin
– How to create a new contact
– How to Modify or Delete a Contact
– System of Units (Measurements/Date and Time)
– How to Create a New User
– User Permissions
– How to Modify or Delete a User
– How to Create a New User Group
– How to Modify or Delete a User Group
– How to Modify User Preferences
– How to Modify a User Password
– Advanced Search Options/Search Expression Patterns
– How to Activate/Deactive, Modify or Delete a Notification Schedule
– How to Add or Remove a User to an Existing User Group
– How to Export a List of Users or Contacts
Advanced Search Options
– Advanced search options
– Keyboard shortcuts
Assets
– How to create an asset
– How to modify or delete an asset
Behaviours and notifications
– How to Setup Speeding Notifications
– How to Setup Place Entry, Exit and Linger Notifications
– How to Setup Place Entry Exit and Linger Notifications for Specific Labels
– How to Setup Idling Notifications
– How to Setup Hard Braking/Hard Acceleration/Harsh Turn Notifications
– How to Setup Out-of-Date Notifications
– Only Show Behaviours in Use Display Option
Dispatch
– Introduction to Dispatch
– How to Create Tasks using Dispatch
Labels
– How to Create a New Label
– How to Modify a Label
– How to Delete a Label
– How to Assign or Remove Labels
Maintenance
– How to Create a Maintenance Schedule
– How to Delete a Maintenance Schedule
– How to Create a Maintenance Job
– How to Download Maintenance Jobs to Excel
– Maintenance Sorting Options
– How to Update Maintenance Schedules Per Asset
Map Options
– How to Change Map Options
– How to Collapse the Menu and Show More Map
– How to Follow This or View Assets on a Separate Browser Tab
Mobile App
– How to Clock In/Out and Select a Vehicle
People
– How to Create a New Person
– How to Modify or Delete a Person
Places
– How to Create a New Place (Zone/Location)
– How to Modify or Delete a Place
– How to Find the Closest Asset to a Place
– How to Find the Closest Place to an Asset
Reports
– How to create a Report Template
– How to Modify or Delete a Report Template
– How to run a report using a Report Template
– How to Create a Scheduled Report
– How to Download a Report to Excel
– How to Archive or Delete a Report
– How to Run a Report by Selecting an Asset from the Map
– How to Email Report Results to Users or Assets
Status Tags
– Default Status Tags and What They Mean
– How to Delete a Status Tag
Vehicles
– How to Create a New Vehicle
– How to Modify or Delete a Vehicle