Emailed reports in MyGeotab automate the delivery of key performance data, ensuring stakeholders receive timely insights without manual effort. In this video, learn how to set up emailed reports in MyGeotab.

Video

Intermediate

MyGeotab

Setting up emailed reports

Setting up emailed reports! Let's get started. Navigate to the All Available Reports page in MyGeotab by either clicking Reports, then All Available Reports, or searching for All Available Reports in the menu. Search for the desired report. Click the More menu for the desired report. For this example, we'll use the Aggressive Driving report. Select Edit report. Click the Email report tab. Click On to enable email options. Under Display Options, select which groups and individuals will receive the emailed report. Alternatively, click Yes to email the report to yourself. Under Report Data Configuration, select which type of report to send: PDF or Excel. Select the Date range and Refresh period to determine the timespan of the emailed report and how often it should be sent. In Belonging to, select which groups the report will include data from. Click Save when finished. Congratulations! You've completed this tutorial for how to set up emailed reports.

Transcripción del video