Schedule Reports Management Guide
Efficiently schedule and customize reports to monitor vehicle activities, driver behavior, fuel usage, and more. Ensure proper recipient setup, optimize report parameters, and troubleshoot scheduling issues for smooth operation.
Step-by-step guide to scheduling and managing reports within Fleet Stack.
1️⃣
Access Fleet Stack Dashboard
Log in to your Fleet Stack account through the web or mobile application.
2️⃣
Navigate to Reports Section
On the main dashboard, locate the Reports or Analytics menu containing pre-built and customizable report options.
3️⃣
Select Report Type
Choose the type of report you want to schedule (e.g., vehicle activity, driver behavior, route performance, fuel management, etc.).
4️⃣
Customize Report Parameters
Define the time range, select vehicles or routes, and apply filters such as location, event type, or performance metrics.
5️⃣
Set Up Scheduling
Specify the frequency, such as daily at 9 AM or weekly on Mondays, and input recipients' email addresses.
6️⃣
Save and Activate
Save the schedule and ensure it's active by checking the scheduled reports section.
7️⃣
Verify Scheduled Reports
Review the scheduled reports and confirm recipients are receiving them at the designated times.
Helpful tips for effectively managing scheduled reports in Fleet Stack.
💡
Optimize Report Parameters
Adjust report filters and time ranges to ensure relevant data is captured for each report.
📬
Ensure Accurate Email Recipients
Verify that all recipients' email addresses are correct and active.
⚙️
Troubleshooting Scheduling Issues
If reports are not being sent, check the scheduling status or permissions within Fleet Stack.