How to schedule a report?

When a report is required on a constant basis eg Daily or Weekly.

Step-by-Step guide

STEP 1:

Once Logged into NextGen, click the reports tab on the left side bar.

STEP 2:

Click on the type of Report you would like to be scheduled. Choose preferences for report in terms of vehicle/driver.

Then associate correct fleet and choose the vehicles which you like to have reports scheduled for.

STEP 3:

Next click on the Schedule report box with a tick. This will open up the preferences to schedule a report.

Choose period ,name, frequency and format to customise. Once Completed click the green schedule report

box.

STEP 4:

Report schedule has now been completed.

To view all schedules, go to Reports, and click on view schedules.

STEP 5:

Watch the below tutorial video which demonstrates step by step instructions