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Schedule Reports
Role Required: SDAdmin, SDReport, Technicians with View access to reports Schedule report settings allow you to automatically generate multiple reports at a scheduled time. These reports can be generated in PDF, XLS, XLSX, HTML, Inline HTML, or CSV ...
Overview - Reports
AssetExplorer Cloud allows you to generate various reports across modules. You can use predefined reports or generate custom reports as required. To generate or view reports, go to the Reports module. Filter the reports per customers by using the ...
Query Reports
Role Required: Technicians with Add access to reports. Query reports are predefined reports generated using an SQL query. They display data in a tabular format. You can customize query reports only for date and time columns, like Created Time, ...
Email Contract Owner/Vendor
Send email notifications to contract owner or vendor. Role Required: SDAdmin, Users with Edit permissions On the contract details page, go to Actions > Notify. Select Email the Owner or Email the Vendor, depending on who you want to notify. In the ...
Email the Vendor
Notify or enquire about the purchase order to the vendor. Role Required: SDAdmin; Technicians with Edit permission for Purchase In the purchase order details page, click Actions > Email the Vendor. A Send email form is opened in a separate window ...