Navigate to the Dashboard.


Click the Service Reports tile under the "Service" tile set.



Click the schedule icon next to the report you wish to schedule.


Click the Add icon.


Select the frequency of the report from the Choose schedule drop down menu.


Select the format from the format drop down menu.


Enter an email for the report to be sent to in the Email Report to field.


NOTE: You can schedule any report to be sent to one or multiple email addresses without making a copy. Separate multiple email addresses with a comma.


If you would like, click Set Parameters to set parameters on the report.



Select and complete all the parameters and click Save.


The report will now send to the email addresses provided.



For additional support or questions regarding functionality, you can contact our customer support team in a number of ways shown below. Again it is mandatory for dealers to get with their accounting and business departments to understand the rules and regulations for your local, state, and federal laws.