---
module: reports.templates
title: Report Templates
tab: Customer
order: 10
audience: customer
---

Build reusable reports from your fleet data — pick what to include once, then run it on demand or on a schedule. Use this when you need a recurring pull of incidents, ATM health, transactions, fleet tasks, or agent versions.

## 📝 Create a Report
1. Click **+ New Report** in the toolbar.
2. Give it a **Name** and pick a **Data Source**: Incidents, ATM Health, Transactions, Fleet Tasks, Agent Versions, or Agent Modules.
3. Choose your **Columns** — click the fields you want in the report.
4. (Optional) Add a short **Description** and choose an **Output Format**: CSV (for spreadsheets/BI tools) or JSON.
5. (Optional) Pick **Group By** fields to summarize rows. When grouped, a count is always included, and you can add **SUM / AVG / MIN / MAX** on numeric fields.
6. Save. Your report appears under **My Reports**.

> You must select at least one column or a group-by field before saving.

## ▶ Run a Report
1. On any report, click **▶ Run**.
2. Choose a saved query, or pick **Custom** to set a date range and select specific ATMs for this run.
3. Submit — the run is queued and you're taken to **Run History** to watch it finish.

## 🔖 Saved Queries
1. Click **Queries** on a report to open its saved queries.
2. Click **+ New Query** to save a reusable combination of date range (e.g. Last 7 days, This month, or a custom range) and a set of ATMs.
3. Saved queries give you quick run options and are required to schedule a report.

## 🕐 Schedule a Report
1. While creating or editing a report, turn on scheduling and pick a frequency: every X minutes, hourly, daily, weekly, or monthly.
2. Open the report's **Queries** and click **Set Scheduled** on the query that should run automatically.
3. The **Schedule** and **Next Run** columns show when it will run next. Completed scheduled reports are delivered to you in-app.

> A report with no schedule shows **Manual** — it only runs when you click Run.

## 🤝 Share
- Click **Share** on a report to make it available to other users in your organization; they'll see it under **Shared Reports** and can run it.
- Click **Unshare** to stop sharing.

## 📊 What you're looking at
- **My Reports** — your saved reports, showing **Data Source**, **Format**, **Schedule**, and **Next Run**.
- **Shared Reports** — reports others shared with you, with the person who shared them.
- **Run History** — every run with its **Status** (Pending, Running, Completed, Failed), **Rows** returned, who triggered it, and start/finish times. On a completed run, click **Preview** to view the first rows in-app or **Download** to save the file.

> The page auto-refreshes about once a minute so run statuses stay current — toggle it off with the switch in the header if you prefer.
