How to Schedule a Report in Geoforce Track & Trace
Tyler Watson
Prepping a Report to be Scheduled
1
Click "**Reports**"
2
Select the report you want to schedule.
3
**Define the parameters** of your report that you will be scheduling.
Tip! Each Report has different options and parameters to change. If you have questions on these please reach out to support@geoforce.com
4
To be able to schedule a report, you must click the "**Save this report configuration**" box. You can also do this for any repetitive reports you run as needed.
5
Click the "**Report Name**" field and name this report something you will be able to remember that identifies the settings and parameters assigned to this report.
Tip! This will be included on the email report sent, so it is a good idea to make sure the Report Name is easy to understand.
6
Click "**Run Report**", you will notice at this point scheduled reports is greyed out. Only Saved reports can be scheduled.
Tip! Saving and running the report before hand allows you to check and make sure the report is pulling the correct data before scheduling them to send to yourself or others.
7
You will see your report processing in the top right of your screen (for smaller browsers this may shift to the bottom of your list of reports, so if you don't see it, scroll to the bottom of the reports page).
Alert! You may need to refresh your page to get the report to move up into completed. Some Reports may take longer to process than others depending on the amount of data or tags.
8
Click "**here to download**", we recommend reviewing this downloaded file before moving on to the schedule to make sure the report is showing what you need.
Scheduling the Saved Report
9
To schedule the report, we will want to access our saved report we just set up, if you did not see it already you should see now a black arrow on the left hand side pointing at the report name. Click that arrow to expand and show our saved reports.
10
You should see the report you just saved now under this list, click the name of that report to start scheduling.
11
You can see now at the bottom of the page "Schedule Report" is now clickable. Click "**Schedule Report**" to move on to the next step.
Tip! You also have a new option of "Delete Report" if you ran this report and it wasn't what you need, you can deleted it out of saved reports to prevent accidentally using it again. For those reports that you use frequently but do not need to schedule you can still use "Run Reports" to run these as needed with the pre-saved parameters you already set.
12
You will see here that name you saved the file with is listed up top. This will be included on the email report sent, so it is a good idea to make sure this is easy to understand.
13
Click "**+Schedule**"
14
Use the **drop downs** to set the frequency of your reports.
15
Click the "**Recipients**" field to add the emails of anyone who should be receiving this report. They do not need to be a Track & Trace user in order to receive these reports.
**Alert! Please note**, these reports will come from [app@geoforce.com](mailto:app@geoforce.com) so if you or others are not receiving the report, please double check that it is not being filtered into junk mail or by a firewall.
16
To add more than one user Click "**+**" You can add as many email recipients as you need.
17
To Remove an Email, Click "**-**"
18
Once you have your frequency schedule set and your recipients added, click "**Schedule**"
19
Congrats! You have scheduled your report. You will see confirmation of this here. You should see the frequency, recipients (which can be edited here as well) and the option to delete the schedule for the report.
Please note: Deleting the Report Schedule, **does NOT** delete the Saved Report.
Accessing/Editing a Scheduled Report
20
Click "**Reports**"
21
Locate the saved report with the schedule.
22
Click on your Saved/Scheduled report.
23
Click "**Schedule Report**" to access the existing schedules.
24
Here you should see both the same "**+Schedule**" button to add a new one if needed but also the existing schedule. Here you can see the day and time if will send.
25
Under Recipients, you can see as well as add/remove/edit any emails that are receiving the report. Each email should be separated by a comma (,). Make sure to hit the save button after making any edits.
26
You can also delete the entire schedule by clicking here.
Please note: Deleting the Report Schedule, **does NOT** delete the Saved Report.
Our Final Tip! Reports Can have more than one schedule per saved report if you need different frequencies for different emails. You can also create multiple variations of Saved Reports and schedule those out. For Example If you need Asset Location for Assets in **Group A** to go to **Email A**, and a completely separate Asset Location report on Assets in **Group B** to go to **Email B** you can create a saved/scheduled report with **Group A** in the parameters and schedule it, and repeat the same process only selecting **Group B** and completing the schedule.
How to Schedule a Report in Geoforce Track & Trace
Tyler Watson
Prepping a Report to be Scheduled
1
Click "**Reports**"
2
Select the report you want to schedule.
3
**Define the parameters** of your report that you will be scheduling.
Tip! Each Report has different options and parameters to change. If you have questions on these please reach out to support@geoforce.com
4
To be able to schedule a report, you must click the "**Save this report configuration**" box. You can also do this for any repetitive reports you run as needed.
5
Click the "**Report Name**" field and name this report something you will be able to remember that identifies the settings and parameters assigned to this report.
Tip! This will be included on the email report sent, so it is a good idea to make sure the Report Name is easy to understand.
6
Click "**Run Report**", you will notice at this point scheduled reports is greyed out. Only Saved reports can be scheduled.
Tip! Saving and running the report before hand allows you to check and make sure the report is pulling the correct data before scheduling them to send to yourself or others.
7
You will see your report processing in the top right of your screen (for smaller browsers this may shift to the bottom of your list of reports, so if you don't see it, scroll to the bottom of the reports page).
Alert! You may need to refresh your page to get the report to move up into completed. Some Reports may take longer to process than others depending on the amount of data or tags.
8
Click "**here to download**", we recommend reviewing this downloaded file before moving on to the schedule to make sure the report is showing what you need.
Scheduling the Saved Report
9
To schedule the report, we will want to access our saved report we just set up, if you did not see it already you should see now a black arrow on the left hand side pointing at the report name. Click that arrow to expand and show our saved reports.
10
You should see the report you just saved now under this list, click the name of that report to start scheduling.
11
You can see now at the bottom of the page "Schedule Report" is now clickable. Click "**Schedule Report**" to move on to the next step.
Tip! You also have a new option of "Delete Report" if you ran this report and it wasn't what you need, you can deleted it out of saved reports to prevent accidentally using it again. For those reports that you use frequently but do not need to schedule you can still use "Run Reports" to run these as needed with the pre-saved parameters you already set.
12
You will see here that name you saved the file with is listed up top. This will be included on the email report sent, so it is a good idea to make sure this is easy to understand.
13
Click "**+Schedule**"
14
Use the **drop downs** to set the frequency of your reports.
15
Click the "**Recipients**" field to add the emails of anyone who should be receiving this report. They do not need to be a Track & Trace user in order to receive these reports.
**Alert! Please note**, these reports will come from [app@geoforce.com](mailto:app@geoforce.com) so if you or others are not receiving the report, please double check that it is not being filtered into junk mail or by a firewall.
16
To add more than one user Click "**+**" You can add as many email recipients as you need.
17
To Remove an Email, Click "**-**"
18
Once you have your frequency schedule set and your recipients added, click "**Schedule**"
19
Congrats! You have scheduled your report. You will see confirmation of this here. You should see the frequency, recipients (which can be edited here as well) and the option to delete the schedule for the report.
Please note: Deleting the Report Schedule, **does NOT** delete the Saved Report.
Accessing/Editing a Scheduled Report
20
Click "**Reports**"
21
Locate the saved report with the schedule.
22
Click on your Saved/Scheduled report.
23
Click "**Schedule Report**" to access the existing schedules.
24
Here you should see both the same "**+Schedule**" button to add a new one if needed but also the existing schedule. Here you can see the day and time if will send.
25
Under Recipients, you can see as well as add/remove/edit any emails that are receiving the report. Each email should be separated by a comma (,). Make sure to hit the save button after making any edits.
26
You can also delete the entire schedule by clicking here.
Please note: Deleting the Report Schedule, **does NOT** delete the Saved Report.
Our Final Tip! Reports Can have more than one schedule per saved report if you need different frequencies for different emails. You can also create multiple variations of Saved Reports and schedule those out. For Example If you need Asset Location for Assets in **Group A** to go to **Email A**, and a completely separate Asset Location report on Assets in **Group B** to go to **Email B** you can create a saved/scheduled report with **Group A** in the parameters and schedule it, and repeat the same process only selecting **Group B** and completing the schedule.
