How to create a Scheduled Report

Scheduled Reports allow you to save customised reports to send via email in CSV & Excel format, so you only have to create your report once.

Follow the steps below to create a scheduled report:

1. Click on Reports on the top menu
2. Select the required report from the drop down list

3. Filter the report to build the report you would like to receive as an export. Example shown (Usage report) – filter the report by:
   • Group and/or Asset Label
   • Tags
   • Fences
   • Dates

4. Once you have filtered the report, hover your cursor over the export button. Then select ‘Schedule Report’ from the Export menu.

Note: Not all reports can be scheduled. If the ‘Scheduled Report’ option is not available under the Export menu, then that report cannot be scheduled.

5. The Schedule report dialogue will appear to complete:
   • Report name
   • When you would like to send the report (Now, Daily, Weekly or Monthly)
   • Reporting Period e.g. Last 7 Days
   • Recipient Email Addresses (separate multiple emails by a comma)
   • Editable Subject and Message field’s (note: these fields work exactly the same as a normal email client like Outlook or Gmail)
     Once you have completed the Schedule Report information, click the Schedule button to create your scheduled report

Note: All scheduled reports that you create can be viewed and accessed via Scheduled Reports under the Reports menu.

If you have any questions, please email Once you have filtered the report, hover your cursor over the export button. Then select ‘Schedule Report’ from the Export menu.

Note: Not all reports can be scheduled. If the ‘Scheduled Report’ option is not available under the Export menu, then that report cannot be scheduled.

5. The Schedule report dialogue will appear to complete:
   • Report name
   • When you would like to send the report (Now, Daily, Weekly or Monthly)
   • Reporting Period e.g. Last 7 Days
   • Recipient Email Addresses (separate multiple emails by a comma)
   • Editable Subject and Message field’s (note: these fields work exactly the same as a normal email client like Outlook or Gmail)
     Once you have completed the Schedule Report information, click the Schedule button to create your scheduled reportNote: All scheduled reports that you create can be viewed and accessed via Scheduled Reports under the Reports menu

Note: All scheduled reports that you create can be viewed and accessed via Scheduled Reports under the Reports menu.

If you have any questions, please email: toyotahalosupport@toyota.com.au.