Scheduled Reports

This guide will help you set up and customize Scheduled Reports

Scheduled Reports allow you to set up monthly or quarterly Hardware Lifecycle Reports to your clients. Once they're set up, you're done.

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

📘

Reports are sent out each month on the 1st, starting at 4 PM Coordinated Universal Time (UTC) (5 PM Greenwich Mean Time).


Set up Scheduled Reports for a client

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

  1. From your Clients page, select one of your clients and click Set Up Scheduled Reports.

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

  3. As an optional step, you can customize the email template by clicking the Edit template button. For more information on this, see our Edit the Scheduled Reports email template article.

👍

Setup successful

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

Updated 21 days ago


Related articles

The reports are scheduled, so let's see about editing that email template

Edit the Scheduled Reports email template

Scheduled Reports


This guide will help you set up and customize Scheduled Reports

Suggested Edits are limited on API Reference Pages

You can only suggest edits to Markdown body content, but not to the API spec.