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Share the parts forecast report

Before you begin

This feature is currently in beta. To learn more, contact your Fiix representative.

If you need to share the parts forecast report outside the CMMS, you can schedule it to be sent via email from directly within the CMMS.

To share the parts forecast report:

  1. Open the report in Analytics BETA > Parts Forecast BETA.

  2. In the Dashboard actions menu, click Schedule delivery:

    sched_deliv.png
  3. In the Recurrence drop-down list, select how often (daily, monthly, etc.) you want the report to be sent.

    Tip: If you only want to send it once (rather than on a set schedule), select Send now. Then, you can skip to step 5.

  4. Depending on the recurrence you selected, use the Time and (possibly) Day drop-down lists to determine exactly when you want the report sent.

    In the example below, the report would be sent at 6 AM on the first of every month:

    recurrence_ex.png
  5. In the Email addresses field, enter the email addresses you want to send the report to, separated by commas:

  6. In the Format drop-down list, select the format you want to send the report in.

  7. (Optional) To filter the report by site, click the Filters tab and select the site you want to filter by:

    filter_site.png
  8. In the Advanced options tab, verify that the correct timezone is selected.

  9. To further customize the email, do any of the following:

    • To add a custom message to the email, enter it in the Custom Message field:

      custom_msg.png
    • To change the paper size for the report (only available if you selected PDF in step 6), select a different option from the drop-down list.

    • To display all the table data in the report, select the Expand tables to show all rows checkbox.

    • To show all report sections in a single column (rather than the way they're displayed in the CMMS with some sections next to each other), select the Arrange dashboard tiles in a single column checkbox.

  10. Click Save.

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