Reports
Scheduled Reports
Feature Summary
The Scheduled Reports feature in GSatTrack is designed to simplify the reporting workflow by allowing users to automate the generation and delivery of reports. Users can set up predefined schedules for reports, specifying criteria, parameters, and intervals. This ensures that stakeholders receive timely updates on crucial metrics, performance indicators, and historical data without the need for manual intervention. The feature enhances decision-making by providing regular, organized insights into fleet and asset operations, supporting trend identification, and the overall optimization.
How to Use
Note!
Requesting too much information in a report can bog down the browser for an extended period of time. If this happens, try running the report again but with less data being retrieved. This may require running multiple reports for different groups or date ranges.
How-To: Schedule a Report
Go to the Navigation menu and click on “Reports”
Choose “Scheduled Reports”
Click on “+ Add New Scheduled Report”
Fill in the required and desired optional information
Click on “Create Scheduled Report”
How-To: Edit a Scheduled Report
Go to the Navigation menu and click on “Reports”
Choose “Scheduled Reports”
Click on the “Edit” button next to the desired “Scheduled Report”
Edit the desired information
Click on “Save Changes”
How-To: Delete a Scheduled Report
Go to the Navigation menu and click on “Reports”
Choose “Scheduled Reports”
Click on the “Delete” button next to the desired “Scheduled Report”
Click the “Delete” button in the popup window
Additional Information
Key Features
Customizable Scheduling: Allows users to customize the scheduling of reports based on specific criteria, including time, frequency, and report content.
Multiple Report Formats: Supports various report formats, including PDF, Excel, and CSV, providing flexibility in how users receive and share information.
Data Parameter Selection: Enables users to choose specific data parameters to be included in scheduled reports, tailoring the content to the unique needs of the audience.
Recipient Configuration: Provides options to configure recipients for scheduled reports, ensuring that the right stakeholders receive the relevant information.
Automated Report Generation: Automates the generation of reports according to the predefined schedule, reducing the need for manual intervention and ensuring consistency.
Secure and Encrypted Delivery: Ensures secure and encrypted delivery of scheduled reports, safeguarding sensitive operational data.
Use Cases
Weekly Performance Metrics: Schedule weekly reports to provide stakeholders with key performance metrics, including asset utilization, fuel efficiency, and maintenance summaries.
Monthly Compliance Reports: Automate the generation of monthly compliance reports to ensure that regulatory requirements are consistently documented and shared with relevant authorities.
Quarterly Safety Analysis: Set up quarterly reports analyzing safety-related data, including driving behavior, incidents, and adherence to safety protocols, for continuous improvement initiatives.
Biannual Asset Utilization Updates: Schedule biannual reports on asset utilization, helping management identify trends, optimize resource allocation, and make informed decisions.
Annual Maintenance Summaries: Automate the delivery of annual maintenance summaries, detailing service records, repairs, and upcoming maintenance schedules, for proactive planning.
Customized Stakeholder Reports: Configure scheduled reports tailored to specific stakeholders, delivering relevant data to different departments or individuals within the organization.