How to Schedule a Report

Steps:

1. Click on the Current Work Orders or Maintenance History tab under the Reports panel.
2. Apply filters as needed. You can select the required Work Category, Resources, Locations, Equipment, etc. If you don't select anything, reports run for everything in your database.
3. Click in the Completed Date field and enter a time frame.

4. Once you have applied all reporting criteria, click on the Add + icon in the upper right corner of the screen and the Report Name window appears.
5. Click in the blank field to name the report, then hit OK.

6. Click on Schedule next to your report name. The Edit Schedule window will open.

6. 1. Weekly Reports: On the Weekly tab, enter "1" in the "Occurs every...." field. Next, put a check next to which day of the week you want to receive the report. Make sure your email is in the "To" field and add any other email addresses. Finally, hit OK.

   2. Monthly Reports: On the Monthly tab, select which day of the month you want to receive the report. Select which Months. Make sure your email is in the "To" field and add any other email address. Finally, hit OK.

Weekly Schedule