How to Create Report Subscriptions

To add a report subscription:

1. Go to Settings > Report Subscriptions.
2. Click New Subscription.
3. Select the Report Type and Report Frequency.
4. Select the required Report Type as CSV, PDF, or HTML.
5. Under Vehicles, select which vehicles you would like the report to apply to.
6. Under Recipients, select who you would like to send the report to.
7. Different report types may have additional details you can select.
8. Click Create.

To edit a report subscription, click the edit icon in the far right column of the report subscription you would like to edit. Click Update to save changes.

To remove a report subscription, click the delete icon next to the edit icon.

Deleting a user also deletes all associated report subscriptions.

For additional training, complete an interactive material in the Simpro's Learning Toolbox. Learn more in About Simpro's Learning Toolbox.