To edit the schedule for a report you previously set up, follow these steps:


Caution: Make sure that you have the modifications you want to make to the schedule planned out, including the timetable, report parameters, file handling, email recipients, and even FTP server settings, plus dedicated time to complete the procedure below, before you begin. The Reports screen times out after 30 minutes of inactivity, so if you stop in the middle of the task and try to return to it, you'll have to start over.


  1. In the sidebar menu on the left of the screen, click .
      
    The Reports screen will appear and display the reports saved for the group you have selected in the Group Chooser, if any. (If there are none, it will display the iOn Reports tab.)
    Note: Be aware that the scheduled report will be listed on the Scheduled Reports screen only for the group chosen when you created the schedule. (See Choosing a Group to View Globally for details on how to change your specified group.)
  2. If you want to update a schedule for one of the saved reports, skip down to step 5.
     
  3. Click the iOn Reports tab.
     
    It will list all the available reports alphabetically (regardless of report category).
      
  4. You can search for the report by its name by typing part of its name in the Search Reports bar, such as "vehicle."
    Note: Optionally, you can narrow your search further by clicking the Report Type drop-down arrow and selecting a category.
    You can search for the report exclusively by type as follows:
     
    1. Leave the Search Reports bar empty.
        
    2. Click the Report Type drop-down list and select the category you are looking for, such as Asset Usage Reports.
         
       
  5. Only reports that match your search criteria will be displayed in the list.
      
  1. On the tile of the report with the schedule you want to edit, click  at the top right and select Schedule Report on the menu that appears.
      
    The schedules you have set up for the report will appear.
      
  2. Click  at the far right of the scheduled report's row.
     
    The report name will appear at the top of the screen, and its Schedule tab will be displayed.
      
  3. If you want the schedule changes to begin today, select Immediately under Start Date (if you previously had a specific start date set).
     
  4. To set or change the start date, follow these steps:
     
    1. Under Start Date, click On Specific Date.
       
    2. Click the calendar picker.
       
      A calendar will appear, with today's date highlighted in yellow.
        
    3. Select the date for the schedule to begin.
       
    4. Use the Hour, Minute, and Second sliders to specify (or change) the time of day for the report to run.
        
    5. Click Close.
       
  5. To change the time zone, click the Time Zone drop-down arrow and specify the new zone to use.
     
  6. To change how often and when you would like your scheduled report to run, click the Recurrence Type drop-down arrow.
     
  7. For basic recurrence options based off the start date you set, select Simple in the Recurrence Type drop-down list and follow these steps:
      
    1. Click the Repeat Every drop-down arrow and specify the repetition time frame (hours, days, or weeks).
       
    2. Select the 1 before that drop-down list and type the skip time value.
      Note: For example, to have the report run every other Monday (given a start date that falls on a Monday), select Weeks in the drop-down list and enter 2 for the value — so it will repeat every 2 weeks. (To just have it run once a week, select Weeks and type 1.)
    3. Select a radio button under End Date, given these options:
        
      • Run a Set Number of Times: To schedule the report to run only a certain number of times (and then never run again). After selecting this, type the count in the Number of Runs field.
         
      • Run Until a Specified Date: To schedule the report to run only up to a particular date (and then never run again). After selecting this, use the calendar picker to set an end date and time (and click Close in the calendar picker).
         
      • Run Indefinitely: To schedule the report to run forever (or until such time as you change its end date).
         
    4. You can ignore the Holidays option, as it is likely to be grayed out.
       
  8. For more specific recurrence options that enable you to choose months, days, and times, select Calendar in the Recurrence Type drop-down list and follow these steps:
      
    1. Under Months, if you previously had selected only certain months but now want the report to be run throughout the year, select Every Month.

      Alternatively, you can click Selected Months and select only specific months. (Press Ctrl before clicking the month names to choose multiple months.)
       
    2. Under Days, select Every Day if you want the report to run every day of the week.

      If you want to specify the days it is to run, click Selected Days and select those days. (Again, press Ctrl before clicking the day names to choose multiple days.) 
       
      Alternatively, you can click Dates in Month to have the report repeated only on certain days (such as the 15th and 30th of each month). (Separate different dates with commas or date ranges with hyphens, such as "15, 30" or "5-7.")
       
    3. Under Times, select the current value under Hours and type the new hour value (using military time) for the time of day you want the report to run; for example, enter 15 if you want the report to run at 3:30 p.m.
       
    4. Select the current number under Minutes and type the minute value for the time you want the report to run; for example, enter 30 if you want the report to run at 3:30 p.m.
       
    5. Under Schedule End, you can optionally click the End Date calendar picker, set an end date and time, and click Close in the calendar picker. If you don't specify an end date, the report will run indefinitely.
        
    6. You can ignore the Holidays option, as it is likely to be grayed out.
        
  9. At the top right of the screen, click the Parameters tab.
     
    The report options you previously chose for running the report will appear, such as Group Name, Asset Type, Asset Category, and Assets.
      
  10. Specify all the report parameters you need to update. (See Running a Report for more details.)
    Caution: Be aware that there is a limit to how much data can be returned when running a report. The restrictions vary by the report you choose; for example, for Vehicle Daily View, you can't select more than 200 assets, and for Operator Performance Detail View, the number of operators multiplied by the number of days can't exceed 500.
       
    Just make sure to keep your data request low enough so that the scheduled report can return results.
  11. If you are changing the Reporting Interval option, choose a time frame from the drop-down list, such as Today, Yesterday, Last 7 Days, Last 30 Days, or Last Month.
    Note: You can't enter specific dates (such as 11/22 to 11/29). (If you were to do so, the scheduled report would always return the same days' information, which wouldn't be overly useful.)
  12. After you modify all the report options you want, click the Output Options tab at the top right of the screen.
      
  13. To change the filename assigned to the report, select the text under File Name (Required) and type the new name (perhaps beginning with "Scheduled").
    Caution: You can't include spaces in the filename, but you can use underscores.
  14. To edit the description, select the text in the Description box and type a new explanation of when the report is scheduled to run, such as "South Fleet: Vehicle Daily View, run for the Last 7 Days every Friday."
     
  15. To update the time zone to use when the report is sent out, click the Time Zone drop-down arrow and select the new zone.
     
  16. To change the language you want the report to be sent out in, click the Output Locale drop-down arrow and select the new one (based on destination).
    Note: The (Default) setting will use iOn's default language setting.
  17. To modify the file format the report will be sent in, select the new Formats options you want and deselect the ones you don't (choosing from output types CSV [for a comma-separated value file], Excel [Paginated], Excel, and PDF).
    Note: You can select multiple formats as well.
    The File Handling options determine what will happen when the system has an existing report with the same filename (such as on later runs of the scheduled report).
     
  18. You can select Overwrite Files if you want previous versions of the report to be copied over (deleted and replaced).
     
  19. If instead you want all copies of the file to be saved, select Sequential File Names by Timestamp, which will use your specified filename but include the date and time when it was run.
     
    You can use the timestamp format already specified ((yyyyMMddHHmm), or you can select that text and type a new one.
    Note: yyyyMMddHHmm means that the year value will have four characters; the month will have two; and the day, hour, and minute will also have two — such as 202307241500 for July 24, 2023 at 3:00 p.m.
    The Output Destination options enable you to send the report runs to an FTP server.
     
  20. If you don't want to do so, you can leave (or make) all the settings blank.
     
    If you do want to output to FTP or need to change the current parameters, follow these steps:
      
    1. Make sure that Output to FTP Server is selected.
       
    2. Type the new address in the Server Address field.
        
    3. In the Port field, specify the port number to use.
       
    4. To change the protocol, click the Transfer Protocol drop-down arrow and select the new type.
       
    5. Type the physical path to the folder in which to store the files in the Directory field.
       
    6. If a username and password are required or need to be updated, type the new ones in their fields.
       
    7. Click Test Connection to make sure that iOn can successfully connect to the FTP server.
       
  21. At the top right of the screen, click the Notifications tab.
     
    Your current settings for emailing the report will appear.
      
  22. In the To field, type (or copy and paste) any new email addresses you'd like the scheduled report to be sent to, making sure to separate each address with a comma.
     
    If there are current email addresses you need to remove, select and delete them.
     
  23. Optionally, you can repeat step 26 for the CC and BCC fields (for recipients you'd like to be carbon copied and blind carbon copied).
     
  24. If needed, you can update the message subject by selecting the text in the Subject field and typing a new email heading, such as "Scheduled Vehicle Daily View."
     
  25. In the Message box, you can edit the body of your email by adding to it or selecting it and retyping it entirely, perhaps using the description you entered on the Output Options tab (such as "South Fleet: Vehicle Daily View, run for the Last 7 Days every Friday").
     
  26. Select (or deselect) from these options for including the report in the email:
     
    • Include Reports As Repository Links in Email Body: Places links in the message that the recipient can click to view the report.
       
    • Include Report Files As Attachments: Attaches the scheduled report to the email (using the file formats you selected).
       
    • Include Report Files As ZIP Attachment: Attaches the scheduled report to the email as a zip file.
       
    • Include HTML Report in Email Body: Puts the report in the message body, using the HTML format.
      Note: If this option is grayed out, it is not available yet for the current version of the new iOn site.
    • Do Not Send Emails for Empty Reports: Prevents the email from being sent out if this particular run didn't include any results.
       
  27. Click Save at the bottom of the screen.
     
    The Save dialog box will display the name you previously chose to place on the report's Schedule screen.
     
     
  28. You can change the name by selecting the text in the Scheduled Job Name field and typing a new name (such as the filename you specified earlier — but you can include spaces here).
     
  29. If you need to update your description, edit the text in the Scheduled Job Description box (such as using the description you included earlier for the report).
     
  30. Click Save.
     
    You'll be returned to the Schedule screen for the report; if you changed the report name, the new one will be displayed.
      
    See Viewing Scheduled Reports for a description of the column headers and grid icons.
    Caution: Don't be alarmed if the Last Run and Next Run time values seem off; they'll be run for the time you specified, but they might be listed here using UTC (coordinated universal time) instead of your time zone.
  31. You can view the Schedule screen for this report at any time by performing steps 1 through 5 in this procedure.
    Note: For more details, go to Viewing Scheduled Reports.