Introduction to scheduled reports
Set up and customize scheduled reports
Randy White avatar
Written by Randy White
Updated over a week ago

Scheduled Reports allow you to 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 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 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.

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 see our Submitting a feature request article and let us know what you would like to see added.

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