There are two options for obtaining the Periodic Service Report: Running the Periodic Service Report Manually, or have it be emailed to you Periodically.
Running the Periodic Service Report Manually
Navigate to Reports -> Maintenance Reports -> Periodic Service
Choose a group to run the report for or leave selected on "All Vehicles". Choose to run the report based on Engine Hours or leave on Odometer or Date.
Click 'Run Report'
Here is an example of a basic Periodic Service Report that is set up for oil changes. Vehicles that are overdue display as red. To the right, you can see the Service Notes per vehicle, with a reminder that the #1 Column is for Oil Changes, as well as specific notes for that vehicle:
Setting up the report to be emailed to you periodically
Setting up the report to be emailed to you periodically:
Navigate to Reports, then at the top of the list will be a Scheduled Reports button.
Click that button and then click the Schedule a Report button.
Select Periodic Service from the Report Options dropdown menu.
Then you’ll need to select the following:
Whether you want it for a specific vehicle, specific group of vehicles or all vehicles.
Whether you want it to run based on Odometer/Date or Engine Hours.
Desired name of the report
Schedule/Time Period (i.e. Daily(Yesterday))
Format(i.e. XLSX, CSV, HTML)
Recipients of the report
Click save to finalize.
Note: Periodic Service Reports are available to all users, however Pro users have the additional option of live alerts. If you would like your fleet mechanic to receive an email or text when a vehicle is due for maintenance on a per vehicle basis, you can create an alert under the Alerts section.