Imagine having a system that automatically updates your clients with essential hardware lifecycle information without any ongoing effort from you. With Scheduled Reports, this is possible. You can set up monthly or quarterly Hardware Lifecycle Reports for your clients, ensuring they receive timely and relevant information about their IT assets. This article walks you through creating, setting up, and customizing Scheduled Reports.

Scheduled Reports are designed to be simple and efficient. Once you turn them on and choose the distribution frequency, the reports will be automatically sent out. You even have the option to customize the email template to add a personal touch.

Accessing Scheduled Reports for clients

To access Scheduled Reports for clients, follow these steps:

Navigate to Your Clients Page:
1. From the main dashboard, go to the Clients console.
Select a Client:
1. Click on the client for whom you want to schedule a report.
Go to Scheduled Reports:
1. Within the client’s details, click Scheduled Reports.

Report Distribution Timing - Reports are sent out on the first business day of each month, starting at 8 AM Coordinated Universal Time (UTC) (9 AM Greenwich Mean Time).

Step 1: Creating and Editing Custom Reports

Creating a custom report tailored to your client’s needs is straightforward:

Begin Creating a Custom Report:
1. Click the Create New Report button.
2. Customize the report to include the data that is most relevant to your client.
Editing an Existing Report:
1. From the custom report, click the Edit button.
2. Change report options to better suit your client’s requirements.

Step 2: Enabling Scheduled Reports for Distribution

Follow these steps to set up Scheduled Reports for your clients:

Select a Client:
1. From your Clients console, select one of your clients.
2. Click the Scheduled Reports menu item.
Toggle Reports and Select Frequency:
1. Toggle the reports on or off from the client's Scheduled Reports page.
2. Select either monthly or quarterly from the drop-down menu.

Step 3: Customizing the Scheduled Reports Email Template

Personalizing the email template adds relevance to the reports your clients receive. This can be done at both the account and client levels:

For Account-Level Customization: Refer to the guide on how to edit the account-level Scheduled Reports email template.
For Client-Specific Customization: Follow the instructions on how to edit a client-specific Scheduled Reports email template.

Finalizing Your Setup

After setting up your Scheduled Reports, it is a good practice to verify everything is working correctly:

Click the Send Test Message to ensure that the reports and email templates are set up as intended.

Providing Feedback and Suggestions

Your input can help improve the Scheduled Reports feature. If you have any suggestions or enhancements you would like to see, please visit the Product Ideas section and share your thoughts. For more details on how to submit your ideas, read the article Navigating the Iceberg: Understanding the Product Ideas Process.