My Insights

Accessing Reports

1. Select Registration from the Home screen
2. Select My Insights from the panel
3. Select a report to view

 

         

 

 

Report Criteria

1. Select any report from the search results screen.
2. Provide a name for the report in the "Save as Name" field.
3. Select the output format required from the drop down.
4. Add the criteria required for the report using the "+" and select the required criteria.
5. Select Generate Report

 

 

Example report:

 

 

Report Schedule

1. Select Schedule tab from the report
2. Make the required changes for the schedule
3. Click the "Action" button and select "Schedule" to save and schedule this report.

 

 

Report Notification

1. Select Notification tab from the report
2. The To, Subject line, and Message body are already pre-populated and ready to save.
3. Click "Save"

 

 

Repository

1. Select Repository from the Registration sub panel.
2. Click "Search", or add any additional criteria and then click "Search".
3. View the status of reports that have been generated.
4. Click on the report name to view the report.

 

 

 

 

Scheduled Reports

1. Select Scheduled Reports from the Registration sub panel.
2. Click "Search", or add any additional criteria and then click "Search".
3. View the list of scheduled reports
4. Select any scheduled report to view more details and to edit as required

 

 

 

 

 

 

 

MyTrimble Protected

Version 3.1

Trimble User Guide

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