Create and manage scheduled reports
You can schedule reports for Machine usage and CO₂ report. The report is sent automatically as an Excel file to the recipients you select.
Requirements
You need the Owner or Administrator role to create and manage scheduled reports. The User role does not have access to the scheduled reports module.
Machine usage is available to all customers.
Create a scheduled report
Sign in to Infobric Machines on the web.
Open Analytics.
Select Machine usage or CO₂ report.
Select the machines to include.
Select Generate report.
Enable Schedule report in the Report settings panel.
Enter a name under Report name.
Select a Report frequency:
Every week
Monthly
Select one or more Recipients.
Review the remaining report settings.
Select Schedule report.
When scheduling is enabled, you cannot select a custom date range. The reporting period is determined by the frequency:
A weekly report covers the previous week and is sent on Monday morning.
A monthly report covers the previous month and is sent on the first day of the month.
Choose what the report includes
Depending on the report type, you can select:
Include machines without data – includes selected machines even when no data is available for them.
Include detailed usage per machine – includes more detailed information for each machine.
For Machine usage, you can also select a Usage type:
Total usage
Weekend usage only (including public holidays)
Outside working hours only
Overuse of more than 8 hours
View your scheduled reports
Open Analytics.
Select My reports.
The list shows each report's name, frequency and type, together with the number of machines and recipients.
Edit a scheduled report
Open Analytics → My reports.
Open the report's Actions menu.
Select Edit report.
Change the report settings.
Select Save.
You can change settings such as the selected machines, report name, frequency and recipients. For Machine usage, you can also change the usage type.
Delete a scheduled report
Open Analytics → My reports.
Open the report's Actions menu.
Select Delete report.
Confirm by selecting Yes, delete.
The report is removed from My reports and will no longer be sent.
If it does not work
Check that:
at least one machine is selected
Report name has been completed
at least one recipient is selected
the recipient has a user account in the company
If a report does not contain the expected information, check that the selected machines are sending the data required by the report. Enable Include machines without data if selected machines without data should also appear in the report.
If the problem continues, contact Support. Include the report name, report type, selected machines and when the report was expected to be sent. Never send passwords or authentication credentials.