Back to Asset Essentials Main Menu

Saved Reports

In Asset Essentials, you can save frequently used reports to run quickly and easily again in the future. Saved Reports can also be scheduled to run on a recurring basis and automatically email you the results.

Saving a Report

  • After creating a report in Asset Essentials, click the star icon () at the top of the report screen.
  • Enter a Title for the report in the Add to My Reports window .
  • Click Save.
  • Click OK to confirm you want the report saved to your My Reports list.

 

  • To view a list of reports you have saved, hover over your name in the upper right corner of the screen and select My Reports.

How to Schedule a Saved Report to Run Automatically

  • Click on the user icon in the upper right corner of the page, and select My Reports from the drop down menu.

 

 

  • A list of your saved reports will appear here. Right-click on the saved report you need to schedule and select Edit.
  • In the General section, enter a Title for the Report.
  • Check the Email Report checkbox.
  • Select the Email report format. You can choose either XLS (Excel) or PDF.
  • In the Schedule section, choose whether you want to receive these search results Daily, Weekly, Monthly, or Yearly.
    • For Daily, you can choose a specific number of days to run the report or every weekday.
    • For Weekly, select which day(s) of the week you want to receive these report results.
    • For Monthly, you can choose either the date (Ex: Day 15) of the month or you can choose the day of the week in the month (Ex: the first Monday of every 1 month). The monthly option also allows you to run this search every other month, once a quarter, etc. by changing the number in the box that precedes month. (Ex: the first Monday of every 3 months)
    • For Yearly, you can choose either the month and day (Ex: January 5) of the year or you can choose the day of the week in the month (Ex: the first Monday of February).
  • Choose the Start options for the recurring report. You can choose an exact date or the beginning of a season that starts on a specific day of the month.
  • Choose the End options for the recurring report if you would like Asset Essentials to stop emailing you the report after a certain number of occurrences, or at the end of the season created in the start options. By default No End Date will be selected.
  • Choose the hour of the day you would like the report to Send after. *Note: The hours here are given as military time. Ex: a selection of "14" means 2:00pm.
  • Click Save.

 

 

Did you find this helpful? 

 

Back to Top