Send a Report by E-mail

This job can be used to automatically generate and send reports about units’ activity to your e-mail(s).

Choose report template, file format(s) and parameters. Specify report interval: choose particular dates or specify any time interval for previous X minutes/days/weeks/months/years. Afterwards, for the Content item specify whether you would like to receive files/archives or the link on FTP server where the corresponding files/archives are stored. In the Recipients section enter e-mail address(es) to send reports to.

To find out more on file formats or parameters description, see Export Report to Files.

In the list of report templates, only those that belong to the same resource as the job are displayed. Depending on template type, you choose appropriate objects for report generation in the next page of the dialog — units, groups, users, drivers, routes, resources, or retranslators. To apply the job for those objects, you should have a special access to them — Query messages or reports (besides, units are taken here from the work list of the Monitoring panel).

Reports can be sent as a job using file compression. In this case a letter sent to e-mail contains ZIP archive. The name of the archive consists of a report template name and a date (yyyy-mm-dd). Upon receiving such a letter, extract files to a folder and open them with applications dealing with corresponding formats. Here are some rules of files zipping:

    • Compulsory zipping: for the files in HTML, CSV, and XML formats, as well as for the files with total size exceeding 20 MB.
  • Zipping upon flag activation: for the files in PDF or XLSX format.

:!: Hint.

  • To receive a report by e-mail, in the general properties of the billing plan, specify the e-mail address from which system messages will be sent.
  • To get the daily report, select the For previous 1 days interval of the report and enter some night time, e.g. 3 am, in the execution schedule. Then, when you come to work, all the necessary reports for the previous day will already be in your e-mail box.
    If the workday ends after midnight, as some cars may arrive late, the daily report can be configured in the following way. Select the For previous 24 hours interval of the report, and enter 4 am as the activation time for the job. Then the report will automatically be executed once a day, at 4 am, and will contain the analysis of the data for the past day. In this case, the trips that end after midnight will not be split into two parts.
  • To receive a weekly report, select the For previous 1 weeks report interval, enter some night time in the execution schedule, and in the time control limit, select Monday. Thus, by Monday you will have reports for the past week.
  • To receive a monthly report, select the For previous 1 months report interval, specify the time in the execution schedule, and in the time control limit, check the box of the first day of the month. Thus, the corresponding report will arrive on the first day of each month for the previous month.