Scheduling

  • To access a dashboard report, select Reports from the left navigation menu in EquipmentShare Technology Platform and type Analytics in the search bar.
  • Select from one of the many dashboard options.
  • Select the Settings icon on the top right and then Schedule Delivery.
  • From the Schedule box, select the Settings tab. Complete the fields, including email recipient, recurrence & time.

  • Select the Filters tab to enter the filter parameters for your scheduled report.
  • Select the Advanced Options tab to add additional special settings to the report optionally.
  • Select the Test now button to send a sample of the report to your inbox. Otherwise, select the Save button.
  • The dashboard will be delivered to your inbox on the recurrence specified.

Edit or Remove the Schedule

To Edit or Delete the schedule, log back into the dashboard and select the Settings icon on the top right. Then select the Settings icon next to your scheduled report for editing or removal.

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