Scheduled Reports

Scheduled Reports let you automate any report so it runs on a recurring basis and is delivered by email as a CSV file. Instead of generating reports manually, you set up a schedule once and receive the data in your inbox at the right time — daily, weekly, monthly, or as a one-time delivery.

Permissions

View schedules: Requires the Schedule Reports: View permission (or team owner)
Create / edit schedules: Requires the Schedule Reports: Create/Edit permission
Delete schedules: Requires the Schedule Reports: Delete permission (or team owner)

The Schedule this report button on individual report pages is disabled for users without create permission.

Creating a Schedule

Click New Schedule to open the creation form, or click the calendar icon on any report page to open the form pre-filled with the current report settings.

Fill in:

Name: A descriptive label for this schedule (e.g. "Daily Fleet Summary")
Report Type: Choose from Summary, Trips, Stops, Events, or Positions
Sub-type (Summary and Events only): Narrow to a specific summary type or event category
Vehicles / Groups: Select the vehicles or vehicle groups to include
Recipients: Choose team members who will receive the email
Date Range: The start and end date window the report covers each time it runs
Recurrence: How often the report runs
Send Time: The time of day the report is sent

Recurrence Options

Option	When it runs
Once	Runs one time only, on the start date
Daily	Runs every day at the send time
Weekly	Runs once a week on a chosen day
Monthly	Runs once a month on a chosen day of the month

For weekly schedules, choose the day of the week. For monthly schedules, choose the day of the month (1–31).

Report Types

Scheduled reports are available for:

Summary — fleet-wide or per-vehicle summary statistics (overall or daily breakdown)
Trips — individual trip records
Stops — stop events with location and duration
Events — device events filtered by event type
Positions — raw GPS position log for a single vehicle

Managing Schedules

The schedules list shows all configured schedules with their status, next run time, vehicles, and recurrence.

Each schedule row has an actions menu (⋮) with:

Edit — modify any field of the schedule
Activate / Deactivate — pause or resume a schedule without deleting it
Delete — permanently remove the schedule (requires delete permission)

Active vs Inactive

A schedule marked Active will run at the next scheduled time. Set it to Inactive to pause delivery without losing the configuration. You can reactivate it at any time.

Email Delivery

When a schedule runs, each recipient receives an email with:

The report name and period in the subject line
A CSV file attachment containing the full report data with translated column headers

No Data Found

If no matching data exists for the report period, the schedule still runs but the CSV will be empty. Check that the selected vehicles were active during the configured date range.

Documentation