Automated Reports

  • To begin viewing your automated reports, click on the checkerboard menu in the upper right corner of the screen.
  • From there, you will click on the "Reports" button and select the "Automated Report" button.

  • After you've reached this screen, click on the "Add Report" button to create an automated report.
  • From this screen, you will enter in the details of the automated report. These include things such as Report Name, Time to Send, Report Type and more.

    • Only the fields that are marked with an * are required.
    • There are also tabs that you can move between to add additional information. These include General Information, Site and Location, Status and Asset Fields.
  • Once you have filled out all of the details that you wish to fill out, click on the "Finish" button at the bottom of the screen to complete the automated report.

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