We completed a major deployment overnight which includes the following new features:
You can now schedule an automated monthly, quarterly or annual report using the new schedule report feature. When you click on the download button, the pop up dialogue box now has a new ‘Schedule Report’ button (see below).
If you click on the button, another dialogue box will open displaying the options available to schedule a report (see below).
Once you have made your selections, the report scheduler will send you an email confirming your request. Scheduled reports will be automatically emailed to the recipient within five days of the end of the month.
Finally, to assist with keeping track, a list will appear below the scheduler with the reports you have scheduled including the customers email address, report name and report expiry date.
To coincide with the schedule report feature, we have introduced a new SME report. The report is a simple one pager designed to update customers on their travel spend for the previous month across each spend category. The report also compares the spend to the previous period 12 months ago and provides a running Year to Date total.