How to create scheduled reports

1. Log in to your account.
2. Click the Fuel Cards tile.
3. Click the Reports tile.
4. You will then have the option of which report type you would like to create:
   • Standard Reports
   • Advanced Reports
   • Fuel Efficiency Reports
   • Saved Reports
5. Click the tile for the type of report you wish to create. If you click the Standard Report tiles, you will then see the following tiles:
   • Vehicle/Driver Name
   • Individual Card(s)
   • Card Groups
   • All Cards
   • Invoice Number
6. If you select Advanced Report you will be asked to select the products for which you wish to create a report for.
7. Click the tile for the type of report you wish to create, you will then see the following tiles:
   • Vehicle/Driver Name
   • Individual Card(s)
   • Card Groups
   • All Cards
   • Invoice Number
8. You will now be asked to set your desired Date Preset.
9. You can then narrow the report for time restrictions and transaction restrictions.
10. You will then be presented with your Summary Table, from here you use the Tiles to view Individual Transactions, Graphs, Map View and Save Report.
11. Click Save Report.
12. Create a Report Name, your report will now be saved.
13. Click the green tick to create schedule the report via email.
14. Enter the email address you wish to receive the report.
15. Select the frequency of the report (Daily, Weekly, Monthly)
16. Confirm and the report will now be scheduled.

You can view and edit reports by going to the Report Tile and selecting saved reports