Follow

How to setup Automatic reports

Updated

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.

Select the email destinations to which Frotcom will send the automatic report on a periodic basis. You can add several emails, the maximum total of characters on the list of emails must be less than 1025 characters, but you will see a warning when reaching the maximum.

And finally select the format you want to receive PDF or Excel:

Please note that if the option is read-only that means that the report only support PDF 

 

 

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:

Screenshot_2022-01-26_at_10.39.35.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 generation - 24 hours period report Automatically generated at 01:00 every day, for a period of 24 hours
Weekly generation - 7 days period report Automatically generated at 01:00 of every Monday, for a period of 7 days
Weekly generation - 30 days period report Automatically generated at 01:00 of every Monday, for a period of 30 days
Monthly Automatically generated at 01:00 of the first day of every month, for a period of 30 days

 

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.

 

Include/Exclude the "Export to Excel" option in reports

Office 365 users may be unable to open reports sent by email due to the option "Export to Excel" in some of the reports being blocked by the application.

To avoid this behavior, you can choose to Include or Hide the Export to Excel option in the reports sent by email. You will find this option under the Hamburger menu in Reports > Automatic reports:

Screenshot_2022-01-24_at_15.43.17.png

 

The reports affected by this option are the following:

  • VEHICLE DETAILS
  • EXTENDED TRIPS WITH CANBUS - DETAILED
  • EXTENDED TRIPS
  • VEHICLE TRIPS
  • DAILY SUMMARY
  • VEHICLE USAGE
  • DRIVING BEHAVIOR
  • VEHICLE STOPS
  • TEMPERATURE
  • TACHOGRAPH DRIVING AND WORKING HOURS
  • VIRTUAL ODOMETER
  • EXTENDED TRIPS WITH CANBUS - SUMMARIZED
  • CANBUS
  • COST AND FUEL CONSUMPTION PER MILEAGE AND TIME
  • ANALOG INPUTS
  • APPOINTMENTS
  • IGNITION ON PERIODS
  • OPEN DOOR ALARMS
  • ROUNDTRIPS
  • DETAILED COSTS
  • DOORWAY
  • DIGITAL INPUTS
  • ROUTE EXECUTION
  • SUMMARY COSTS
  • INADEQUATE TEMPERATURES
  • COUPLING-UNCOUPLING
  • SCHEDULED RECURRING COSTS
  • SEAL OPERATION

 

Please take into consideration that some reports sent by email do not have the Export to Excel link

 

This was restricted because email with PDFs containing links were reported as Spam emails by some customers and never delivered to the requested users. A solution in the future will be implemented to solve this issue.

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request
Powered by Zendesk