# Scheduled Reports

Scheduled Reporting allows you to automatically generate and deliver a variety of reports for internal staff, customers, and haulers at intervals you set. Scheduled Reports can be sent to any valid email address, not just portal users.

* To get started, navigate to  Reporting > Scheduled Reports
* Click on the  **\[+Add Report]** button to create a new Scheduled Report.

<figure><img src="https://490131596-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F0LJDMCSYOqplCEgCo73X%2Fuploads%2FmqjcNFfbmUj4Vr718gii%2Fimage.png?alt=media&#x26;token=bf7bef37-c6d9-48c5-ae37-4b4ed90f1031" alt="" width="558"><figcaption></figcaption></figure>

In the new window, you will be able to select the report type, interval, and the recipients.

* *Report Type:* Select from the standard list of reports or a custom report.
* *Category:* Select for Internal, Hauler, or Customer facing reports.
  * *Internal:* Shows reports that are commonly used to track internal operations
  * *Hauler:* Shows reports that would be useful to send to your haulers.
  * *Customer:* Shows reports with information useful to your customers.
* *Report:* The report that will be run. Please [review a list of our default reports](https://help.tacinsight.com/fast-weigh-knowledge-base/references/web-portal/reporting/web-portal-reports/default-reports) available with the report scheduler.
* *Scheduled:* The time period this report should run between *Daily, Weekly,* or *Monthly.*
* *Hour:* The hour the report will be generated.
* *Timezone:* The desired timezone. If your organization operates between time zones, running a report before the last close of business will not include that location until the next scheduled time.
* *Date Range:* The date range the report will reference.
* *Customer/Hauler*: This is where you set which Customer or Hauler information the report shows (these options will only appear if you set the Category to Customer or Hauler).
* *Output Format:* The format the report will display when generated between .PDF or Excel.
* *Email Addresses:* The end user email addresses that will receive these reports. This is not exclusive to your portal users, so emails outside of your organization can be entered here.
* *Preview:* This will provide a preview of the report to be sent when it is created, allowing you to determine if the selected values or report provides the information needed.\
  \
  Scheduled reports will appear in the table on the when clicking into the Scheduled Reports tab once they are created, and can be edited, deleted, or run at any time.

<figure><img src="https://490131596-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F0LJDMCSYOqplCEgCo73X%2Fuploads%2FQXKasHArx8NdX9e3BneY%2Fimage.png?alt=media&#x26;token=9fc94b50-c2a6-4938-91a3-33274d169e00" alt=""><figcaption></figcaption></figure>
