- Report name
- Type of report
- Export directly
- Send periodically
- E-mail address (multiple possible)
- Save / send
The account summary gives you a good overall picture of the status of your account. It is stated how many systems are going to expire during the coming period, when the last location has been issued, whether there are sabotage notifications, how many rides there have been and more
1. Report name
Name the report so that you recognize it properly when it is sent.
3. Export directly
Once you’ve made the selection, you can choose to compile the report immediately. If you choose this option, you will receive the report by email within seconds to the entered email address.
4. Send periodically
Alternatively, you can choose to send the report periodically. Useful if you do not want to manually do this. Specify whether you want a weekly or monthly report. Then you can schedule this periodically and also check whether you want the first report immediately. If you have chosen a weekly report, you will receive the weekly report of the previous week. And at the monthly report, you will receive the first month’s report every first month.
5. E-mail address (multiple possible)
Now indicate which email address you’d like the report to send, which could also be multiple email addresses. By default, the e-mail address of your account is entered. The “Add Email” button allows you to enter additional email addresses.
6. Save / send
After filling all, click on save / send.