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Automatic reporting

 

Through this configuration it is possible to schedule the sending of reports in PDF to registered e-mails. These sendings can be daily, weekly or monthly.

Add automatic reporting

At the WEB ADMINISTRATOR in CONTROLS / AUTOMATIC REPORTING

  1. Click ADD

  2. Select an account

  3. Inform the e-mail to receive the report and click add. You can add as many e-mails as you want to this register

  4. Select the report to send

  5. Select the report's viewing style (type).

  6. Apply the available filters for each type of report. Some STANDARD reports offer the option to include or not include comments from operational users and monitors.

  7. Select the period for sending the report. For daily shipments, indicate the shipping time. For weekly shipments, indicate the day of the week and the time. For monthly shipments, indicate the day of the month and the shipping time.

Edit an automatic reporting

Click on the pencil next to the item to make the edits.

Delete an automatic reporting

Click the trash can next to the item to delete it.

To delete more than one item at the same time, check the one you want to delete and click "delete selection".

Automatic reporting is compatible with Mobitraxx PRO and Mobiclock.

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