Where to find it
Go to Admin Settings.
Select the store you want to report on.
Click the Reporting tab.
You'll land on the Scheduled Reports page, which lists any reports already set up for that store (name, type, frequency, number of recipients, and next send date).
Creating a new scheduled report
Click Create Scheduled Report.
Choose a Report Type:
User Activity — shows how individual users are performing.
Store Usage — a cumulative report based on store package shares and related activity.
Enter a Report Name (and optional description). This is just for your own reference so you can identify the report later in your list — it doesn't appear in the email itself.
Depending on the report type, set the scope:
For User Activity:
Users — Active Users (only users with at least one packet share) or All Users (every user account, regardless of activity).
Include users from — All Stores or Select Stores.
Include vehicles from — All stores (any store the user has access to) or the User's assigned store only.
For Store Usage:
Include stores — All Stores or Select Stores.
Time Period — e.g., Last 7 Days (a rolling window ending today).
Set the Frequency — Daily, Weekly, or Monthly.
Add Recipients — enter an email address and click Add. Repeat for additional recipients.
Review your selections, then click Create Report.
Your new report will now appear at the top of the Scheduled Reports list, showing its type, frequency, recipient count, and next send date.
Viewing report details
Click the arrow next to any report to expand it. You'll see:
The scope of the report (which users/stores/vehicles are included)
The full list of recipients
When it was last updated and when it was originally created
Editing or deleting a report
To change a report's settings, expand it and click Edit. You can update everything except the Report Type — that's locked in once the report is created.
To stop a report from sending, expand it and click Delete.
Questons? We can help!
Call iPacket Support at (855) 893-9340 or email the team at support@autoipacket.com!
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