Scheduled Reports

The scheduled reports feature is found within the Report’s menu below Download Reports.  This feature allows users to schedule any of the downloadable reports within Travel Analytics.  Once scheduled, reports will be sent out on the 3rd day of the following month.

To schedule a report, click on the ‘Add’ button within the table to open the scheduler. 

Select Report Options
Click the customer drop down to select the customer or area of the business you want to send the report (i.e. Sales and Marketing). 

Click the Report Type drop-down, select which report you wish to schedule (invoice, air segment, printable or summary reports - other fields will appear depending on which report you select); the Period drop-down, to set how often you wish to receive the report (weekly or monthly); and finally, the End Date picker to nominate when you wish to stop receiving the reports.

By default, the user's email address will be displayed as the recipient of the report.  To add more users, simply select a person from the dropdown list provided or start typing to search for a person or email address.

Scheduled Report Security
Report recipients must be registered in Travel Analytics to receive a scheduled report.  This is for security reasons as when a user profile is deleted from the application, any scheduled reports they have access to are also terminated.

Updating a Scheduled Report
You can amend or deactivate a scheduled report by clicking either the ‘edit’ or ‘deactivate’ options in the schedule reports table.  Administrators will be able to view and update all scheduled reports within their area.