Scheduled Reports

Scheduled Reports

Scheduled Reports

Scheduled reports can be set up by PalletWatch on request.  These are reports that can be automatically sent to specific recipients.

Sending to Trading Partner

If you wanted to send Non Hire Move reports to those who you transact in owed pallets then once it is set up you do the following:
  1. Edit the trading partner.
  2. Click on the Sites tab.
  3. Ensure there is an email address in the Contact Email field for the trading partner.  If you want to add different email addresses then enter them into the Override field for the Contact Email address.  Email addresses should be separated with a semi colon.  Ensure that the Active box is showing green.
  4. Click Save.
  5. On the Info tab tick "Send Weekly Non Hire Moves report".

Sending to Your Sites

You can enter email addresses if you want the scheduled report to go to others apart from your trading partners, e.g. your site pallet controller.  This can be done as follows:
  1. Go to Data/Scheduled Reports.
  2. Click the Edit button against the relevant report.
  3. Enter the relevant email addrerss in the Recipients (Emails) field.
  4. Click Save.

    • Related Articles

    • Non Hire Moves

      Non hire Moves Setting up Non Hire Moves A Non Hire Move is where the equipment is not being transferred form one account to another, instead it is loaned or exchanged.  If you want to use Non Hire Moves for your account then you meed to do the ...

    • Report Groups

      Report Groups You can assign trading partners to a Report Group. This can be useful when you want to run a report for a group of trading partners, e.g. a scheduled Non Hire Move Report for a particlar geographic region. You can assign a trading ...

    • Owed Equipment Report

      Owed Equipment Report Owed Equipment Report can be found under Reports in the main menu and can be downloaded as a PDF or Excel A negative balance indicates that the equipment is owed to you. The report only displays transactions where the balance is ...

    • Trading Partner Contact Details

      Trading Partner Contact Details PalletWatch has a large number of contact details in the database but we do not provide a service of finding contact details for PalletWatch users. If you find a trading partner who does not have contact details in ...

    • External Contact Email

      External Contact Email The external contact email for a trading partner is normally set up by PalletWatch in the database so these contact details are available for all PalletWatch users. If you find that the contact details are incorrect then please ...