Automated Reports

Automated Reports can assist you to run regular reports in a timely manner and then email them automatically to specific people. Examples of common automated reports include:

• monthly utilization report
• bi-weekly asset report 

Automated Report Imports

After you have the automated report set up, you can import the automated reports to automatically and seamlessly manage your portfolio data, refer to Automated Report Imports.

Custom Reports

If the standard reports don't suit your needs then you can request a custom report need, refer to Custom Reports.