Scheduled reports
Email PDF, CSV, or Excel reports on a daily, weekly, or monthly cadence.
What is a scheduled report?
A scheduled report is a saved report definition that Trakngo runs for you on a repeating cadence and emails to chosen recipients as a PDF, CSV, or Excel attachment.
It answers the same questions as a manual report; the difference is that nobody has to remember to run it. Use one whenever the same report is needed every day, week, or month.
Create a recurring delivery
From Reports, select Scheduled reports, then create a schedule.
- Choose the report type and the vehicle or driver filters it should use.
- Select PDF, CSV, or Excel as the attachment format.
- Choose a daily, weekly, or monthly cadence and its delivery timing.
- Add the intended email recipients, then save the schedule.
Pick a cadence
For operational review of the previous day.
For supervisor and team summaries.
For management or compliance packs.
Maintain schedules
Open an existing schedule to update its filters, format, timing, or recipients. Remove or disable deliveries that are no longer required so outdated reports do not continue circulating.
Scheduled reports and file exports require the Export reports permission.
Confirm the type and filters produce the intended result before scheduling it.