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How to setup Automatic reports

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You can instruct Frotcom to automatically generate and send to you any reports, on a periodic basis. To do that, follow these instructions:

On the top right corner of the menu Reports, click on the Automatic reports button:

 

automatic_reports.PNG

 

You will see a list of the Automatic reports already created by you or other users in your company. By default, the list will be empty. 

To set up a new Automatic report, press the ADD NEW button on the top right corner. A small panel will pop up:

 

Start by selecting the type of report you want.

Then give it a name. This is the name Frotcom will use for the specific automatic report you are creating.

Finally, select the email destinations to which Frotcom will send the automatic report on a periodic basis. If you have several email destinations, separate them with ";".

 

Finally, click on Confirm.

You will see that the Automatic report you just created is now on the list. You can make any necessary changes, by editing the necessary parameters on the right panel, as shown below:

automatic_reports_config.PNG

 

In the first block of the panel, you have the details about the creation and the last updated on this automatic report.

The second block gives you the settings of the automation, with the option to set the periodicity it will be generated. The periodicity follows the rules below, taking into consideration the Time zone configured for the account:

Periodicity Rule
Daily Automatically generated at 01:00 every day
Weekly Automatically generated at 01:00 of every Monday
Monthly Automatically generated at 01:00 of the first day of every month

 

In case you do not want reports to be sent periodically to you, but only to be generated once, you may want to generate reports manually.

If you don't want to receive a certain Automatic report anymore, you can delete it.

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