Introduction to scheduled reports

Scheduled Reports allow you to create new and set up monthly or quarterly Hardware Lifecycle Reports for your clients. Once they're set up, you're done. This article provides instructions on how to create, set up, and customize Scheduled Reports.

To do this, just turn on the reports. Then, select monthly or quarterly. You can even customize the email template.

Report distribution - Reports are sent out each month on the first business day of each month, starting at 4 PM Coordinated Universal Time (UTC) (5 PM Greenwich Mean Time).

How to create/edit custom reports for distribution

You can create and edit fully custom reports that are best suited to your clients’ needs.

  1. Click the Create New Report button to begin creating a custom report.
  2. From the custom report, click the Edit button to change report options.

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How to enable Scheduled Reports for distribution

This brief step-by-step process will have your Scheduled Reports set up quickly.

  1. From your Clients console, select one of your clients and click the Scheduled Reports tab.

  2. From the client's Scheduled Reports page, you can toggle the reports on or off, and also select monthly or quarterly from the drop-down menu. Add as many recipients as you'd like.

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Customize the Scheduled Reports email template

As an optional step, you can customize the email template per client or by account level. For more information, see:

Your scheduled Reports should now be set up successfully. We recommend clicking Send Test Message to make sure everything is set up as intended.

If you have a suggestion or an enhancement you would like to see for Scheduled Reports, please navigate to Product Ideas and let us know what you would like to see added. The Navigating the Iceberg: Understanding the Product Ideas Process article outlines the product idea submission process.


Additional articles to read