Scheduled reports: a tour

Name: Arkon One: Scheduled reports tour
Duration: 80 s
Description: A tour of Scheduled reports in Arkon One: Reports emailed automatically as PDF, CSV or Excel attachments (demo outbox — nothing is sent) and the controls you will use most.

Next lesson: How to schedule a report to be emailed automatically →

A tour of Scheduled reports in Arkon One: Reports emailed automatically as PDF, CSV or Excel attachments (demo outbox — nothing is sent) and the controls you will use most.

The steps, written out

Open Scheduled reports from the Getting Started section of the left menu.
Read the summary tiles at the top: Active schedules, Due today, Emails sent (last 30 days).
Read each row: Name, Frequency, Recipients, Attachment format, Next run, Last sent.
Use the New schedule button at the top of the page.
Review the Recently sent section.

Tip

It counts scaffolds (excluding Planned and Dismantled ones) whose next inspection due date is before today. The tile is red while the number is above zero and green with "All inspections current" when it is zero. Only Owner, Office Manager and Accounts & Billing can create or change schedules; other office roles can see the list. If Filters is left blank the report covers a default period based on the frequency:

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