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How to schedule automated reports

Set up Track My Ride reports to automatically arrive in your inbox daily, weekly, or monthly.

Never miss important fleet data again. Schedule any Track My Ride report to automatically generate and email to you on a regular basis. Whether you need daily journey summaries, weekly productivity reports, or monthly billing data, automated scheduling saves you time and ensures consistent reporting.

What you'll learn:

  • How to schedule any report type
  • Setting up multiple email recipients
  • Choosing delivery frequency and timing
  • Managing existing schedules
  • Best practices for report automation

Creating a scheduled report

Set up automatic report delivery in just a few clicks.

Step-by-step scheduling process

  1. Sign in to your Track My Ride account
  2. Navigate to Reports – Click the Reports icon in the sidebar
  3. Select your report type – Choose from available reports:
    • Journeys
    • Journey Summary
    • Engine On/Off
    • Time in Zones
    • Tax Logbook
    • Maintenance
    • Any other available report
  4. Click Schedule button – Look for the blue "Schedule" button
  5. Configure settings – Fill in the scheduling pop-up window
  6. Save schedule – Click Save to activate

Understanding schedule settings

Each setting controls how and when your report is delivered.

Configuration fields explained

Vehicles

  • Select specific vehicles or "All vehicles"
  • Choose multiple vehicles if needed
  • Determines which data is included

Email Address

Period

  • Yesterday – Previous day's complete data
  • Today – From midnight to scheduled hour
  • Last 7 Days – Previous week
  • Last 30 Days – Previous month
  • Custom options vary by report

Scheduled day

  • Every day – Daily delivery
  • Specific weekday – Weekly delivery
  • Date of month – Monthly delivery

Scheduled hour

  • Time report generates and sends
  • 24-hour format (09:00 = 9am)
  • Based on your timezone setting

Scheduled timezone

  • Ensures correct delivery time
  • Usually NSW, ACT, VIC, TAS (GMT +10, DST)
  • Adjust for other states as needed

Report format

  • PDF – Best for archiving and printing
  • Excel – For data analysis
  • CSV – For database import

Report Options

  • Additional filters specific to each report
  • Only shown if report has options
  • Example: Include stops, business hours only

Managing scheduled reports

View, modify, and delete your automated reports.

Viewing active schedules

  1. Go to Reports section
  2. Click "Scheduled Reports" tab
  3. Click "Load Scheduled Reports"
  4. See all active schedules listed

Information shown:

  • Report type
  • Schedule frequency
  • Recipients
  • Next run time
  • Delete option

Modifying schedules

Important: You cannot edit existing schedules directly.

To change a schedule:

  1. Delete the existing schedule
  2. Create a new schedule with updated settings
  3. Verify new settings are correct

Deleting schedules

To remove a schedule:

  1. Load scheduled reports list
  2. Find the schedule to delete
  3. Click trash icon on the right
  4. Schedule stops immediately

Note: Deletion is immediate and cannot be undone.