Creating Scheduled Reports

Automate report delivery by scheduling reports to run and email automatically. Get the data you need without manual effort.

Accessing Scheduled Reports

1. Navigate to Reports in the Insights section
2. Click the Scheduled Reports tab
3. View existing schedules or create new ones

Creating a New Schedule

1. Click New Schedule
2. Configure the schedule:
   • Report Name - Name for this scheduled report
   • Report Type - Which report to run
   • Frequency - How often to send
   • Recipients - Email addresses for delivery

Frequency Options

• Daily - Report runs every day at specified time
• Weekly - Report runs on selected day(s) of the week
• Monthly - Report runs on a specific day each month

Setting the Schedule

1. Choose frequency (Daily, Weekly, Monthly)
2. Select the day(s) to run
3. Set the time (reports run in your timezone)
4. Choose the reporting period (Previous Day, Previous Week, etc.)

Adding Recipients

1. Enter email addresses in the Recipients field
2. Add multiple recipients separated by commas
3. Recipients don't need CLUE accounts to receive reports
4. Test with your own email first

Report Filters

Apply filters to customize report content:

• Division/Region - Limit to specific organizational units
• Asset Type - Include only certain equipment types
• Project - Filter by job site

Managing Schedules

• Edit - Modify frequency, recipients, or filters
• Pause - Temporarily stop a schedule
• Delete - Remove a schedule permanently
• Run Now - Trigger immediate delivery

Tips

• Schedule fleet summaries for Monday mornings
• Send daily PM status reports to maintenance managers
• Use weekly cost reports for financial review
• Include division managers on their region's reports