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    Scheduled Reports in Device Manager

    Automating reports for proactive diagnostics.

    Written by Matthew Clark-Massera

    Updated at May 12th, 2026

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      Table of Contents

      Why Schedule Reports? Setting up a report Editing Reports Running a Scheduled Report Ahead of Schedule When Running Now Available Reports

      Why Schedule Reports? 

      There are two main reasons to schedule reports:

      1. Convenience in the generation and distribution of reports that run regularly and must be generated at a specific time. An example would be a billing report which needs to be run monthly to reconcile and troubleshoot billing queries.
         
      2. Reports that should only send when there is information contained with them. An example would be a battery status report that only sends when at least one device has experienced a battery warning within the reporting timeframe. This functions somewhat like an alert. 

      Setting up a report

      • Go to Reports from the side menu
      • Select the report type that you're interested in
      • Press the Schedule button
      • Give your report a name in the modal that appears
      • Select any device groups filters that you want to apply (i.e. 'only customer A')
      • Pick report-specific conditions and filters
      • Choose the reporting timeframe frequency by changing to the schedule tab within the modal

      • Choose the recipients of the report with the recipients tab, you will only be able to pick live users within Device Manager

      Editing Reports

      • Clicking on the Scheduled tab will reveal the list of reports which have been scheduled.
      • Clicking on the maintenance wrench against a given report will open a dropdown menu with options
      • Clicking “Edit" will re-open the setup modal with the tabs for report filters, schedule and recipients
      • Clicking “Set Enabled” will allow you to disable or enable the report from running on its schedule
      • Clicking “Delete” will permanently remove the report from view and cancel all future runs.
      • Clicking “Run Now” will instruct the server to immediately generate the report behind the scenes. When ready, an e-mail will be sent to all recipients with a link to generate the report. 
      • Clicking “View Logs” will bring up a list of all historical logs, from oldest to newest, with the ability to download the report now or resend to all recipients.
      • Clicking “View Recipients” will bring up a list of all recipients currently associated with the scheduled report.

      Running a Scheduled Report Ahead of Schedule 

      • Find the report in the scheduled reports list after clicking the scheduled reports tab from the reports module screen. 
      • Click the wrench to reveal the dropdown, and click run now. Click okay on the modal
      • Check inbox, or wait for several minutes and then click the wrench to view the logs
      • Once recent run is located in the logs, click download.

      When Running Now

      Please note that running now will result in all recipients of the scheduled report receiving an e-mail with a link to a new generation of the report.

       

       

      Available Reports

      • Devices Not Connecting
      • Battery Status
      • Billing Detail
      • Location Engine (LE) Billing Detail
      • User Security

       

       

      device management reports

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      • Device Manager Release Notes
      • Parameter Templates in Device Manager
      • Scheduled Reports in Telematics Guru

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