Training and Onboarding
Log in using your username and password
Go to “Reports”, then “Scheduled”
In the top right corner, click the blue plus to create a new report
Enter a name and set the report type to “Periodic Assets Report”
Enter the remaining information
A) Frequency - Choose how often you want the report to send, and when
B) Owner - Filter your assets on this report by owner
C) Location - Filter your assets on this report by location
D) Schedule Status - Choose which statuses you want to include. You can use 1, 2, or all 3 statuses
E) Tags - Filter your assets on this report by tags
F) Status - Filter your assets by asset status (Active, Deactivated, Out of Service, Scrapped)
G) Targets - Choose which emails you want to send the report to. You can enter as many emails as you like.
In the top right corner, click the save button
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