How to Run and Schedule Fuel Card Reports

Modified on Thu, 14 Nov at 1:47 PM

1. Go to the Run Reports section on the left menu and select Fuel Cards.



2. Choose the accounts or extra columns you need from the drop-downs. You can leave them blank to run the report for all live cards. Click Run Report to see the live cards in the table below.


 

3. To export the report to Excel, use the button in the top right corner of the table.


4. You can also schedule the report to be emailed. After running the report, click Schedule Report.


5. Fill in the form with who needs the report, when, how often, and the format. Extra email addresses are optional. Click Save.


6. For example, if you need the report every Monday, select Weekly and set the first run date to the next Monday.



 

7. Saved reports are in the My Scheduled Reports section in the top right corner. You can edit them anytime.













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