---
title: "Customer Tip: How to Set Up Automatic Reports"
description: Learn how to set up automatic reports on your KeyTrak Edge or Guardian Edge system so you can stay up to date on key control data.
image: https://blog.keytrak.com/hubfs/Business%20Professional%20Looking%20at%20KTEC%20Report%201475454113_featured%20image.png
---

[![keytrak](https://blog.keytrak.com/hs-fs/hubfs/unnamed-2.png?width=200&height=72&name=unnamed-2.png "keytrak")](https://blog.keytrak.com)

- [Blog Home](https://blog.keytrak.com/)
- [KeyTrak](https://www.keytrak.com/)
- [Solutions](https://www.keytrak.com/solutions)
- [Resources](https://www.keytrak.com/resources)
- [Company](https://www.keytrak.com/company/about)

![Gold Bar](https://blog.keytrak.com/hs-fs/hubfs/gold%20bar%20(thin).jpg?width=3000&height=17&name=gold%20bar%20(thin).jpg "Gold Bar")

![Business Professional Looking at KTEC Report 1475454113_banner](https://blog.keytrak.com/hs-fs/hubfs/Business%20Professional%20Looking%20at%20KTEC%20Report%201475454113_banner.png?width=2100&height=594&name=Business%20Professional%20Looking%20at%20KTEC%20Report%201475454113_banner.png "Business Professional Looking at KTEC Report 1475454113_banner")

# Customer Tip: How to Set Up Automatic Reports

![author icon](https://cdn2.hubspot.net/hubfs/448674/icon%20user-022794-edited.png) By [KeyTrak](https://blog.keytrak.com/author/keytrak) ![tag icon](https://cdn2.hubspot.net/hubfs/448674/icon%20tag-085511-edited.png) [KeyTrak](https://blog.keytrak.com/topic/keytrak), [reports](https://blog.keytrak.com/topic/reports), [customer tip](https://blog.keytrak.com/topic/customer-tip), [Guardian](https://blog.keytrak.com/topic/guardian)

Reviewing reports is important for staying up to date on what’s going on with your keys. But do you struggle to remember to look at your key control data? To help build this practice into your routine, set up automatic reports on your KeyTrak Edge or Guardian Edge system using the steps below.

## Add or Edit an Auto Run Report

- Navigate to **Reports** and select **Auto Run Setup**.

![Select Auto Run Setup on Reports screen](https://blog.keytrak.com/hs-fs/hubfs/1.%20Reports%20Screen.png?width=1465&height=862&name=1.%20Reports%20Screen.png)

- On the **Add Auto Run Setup** screen, click **Add Auto Run** at the bottom of the screen. If you want to edit an existing Auto Run report, click the pencil icon next to the report job you want to edit.

![Select Add Auto Run on Auto Run Setup screen](https://blog.keytrak.com/hs-fs/hubfs/2.%20Auto%20Run%20Setup.png?width=1619&height=910&name=2.%20Auto%20Run%20Setup.png)

- Choose an Auto Run Name, Report Type, and Report Name. 
    - **Auto Run Name:**Name your Auto Run report. Be descriptive in case you need to go back and edit the settings later.
    - **Report Type:** Select whether the report is a Standard, Security, Custom, or Time Clock report.
    - **Report Name:** Select the specific report you want to run. If you don’t see the report you’re looking for, try choosing a different report type.
    
   ![Add Auto Run - General](https://blog.keytrak.com/hs-fs/hubfs/3.%20Add%20Auto%20Run%20-%20General.png?width=427&height=276&name=3.%20Add%20Auto%20Run%20-%20General.png) 
    -  

-  

 

| Not Sure of the Report Type? Take a look at the Reports screen: - Standard reports are designated with a chart icon. ![Chart icon](https://blog.keytrak.com/hs-fs/hubfs/Chart%20icon.png?width=25&height=24&name=Chart%20icon.png)   - Security reports are designated with a padlock icon. ![Padlock icon](https://blog.keytrak.com/hs-fs/hubfs/Padlock%20icon.png?width=25&height=25&name=Padlock%20icon.png)  - Custom reports are reports you or another user have built from scratch. They're designated with a gear icon. ![Gear icon](https://blog.keytrak.com/hs-fs/hubfs/Gear%20icon.png?width=26&height=25&name=Gear%20icon.png)  - Time Clock reports are related to employees' work hours and payroll. They're designated with a dollar sign. ![Dollar sign icon](https://blog.keytrak.com/hs-fs/hubfs/Dollar%20sign%20icon.png?width=25&height=26&name=Dollar%20sign%20icon.png)   |
| --- |

## Select Report Filters

- Choose your filter settings to ensure you’re only seeing the data that’s valuable to you. The options you see depend on which type industry-specific software you have.
- Click **Next**.

![Add Auto Run - Filter Settings for KeyTrak Edge Automotive](https://blog.keytrak.com/hs-fs/hubfs/4.%20Add%20Auto%20Run%20-%20Filter%20Settings%20Auto.png?width=1626&height=925&name=4.%20Add%20Auto%20Run%20-%20Filter%20Settings%20Auto.png)

*Automotive Industry Filters*

![Add Auto Run - Filter Settings for KeyTrak Edge Multifamily](https://blog.keytrak.com/hs-fs/hubfs/5.%20Add%20Auto%20Run%20-%20Filter%20Settings%20Multifamily.png?width=1625&height=902&name=5.%20Add%20Auto%20Run%20-%20Filter%20Settings%20Multifamily.png)

*Multifamily Industry Filters*

## Choose Run Options and Frequency Settings

- Next, you’ll decide how you want to run the reports. From the **Output Type** dropdown, select “Email”, “Export”, or “Print”. The "Email" and "Export" options allow you to generate the report as a PDF, CSV, or both.
- If you want to have the report include information from all networked systems, simply select the “Network Report” option.

![Add Auto Run - Run Options screen](https://blog.keytrak.com/hs-fs/hubfs/6.%20Add%20Auto%20Run%20-%20Run%20Options%20.png?width=1564&height=904&name=6.%20Add%20Auto%20Run%20-%20Run%20Options%20.png)

- Under **Frequency Settings**, choose what time you want the report to run and which days.
- Click **Next** or **Save** (the options will vary depending on which output type you select).

![7. Add Auto Run - Frequency Settings screen](https://blog.keytrak.com/hs-fs/hubfs/7.%20Add%20Auto%20Run%20-%20Frequency%20Settings.png?width=1567&height=932&name=7.%20Add%20Auto%20Run%20-%20Frequency%20Settings.png)

 

## Complete Final Steps for Emailed Reports

- If you choose “Email” as the output type, select recipients by searching for them by their email address or KeyTrak username.
- Click **Save**.

![Add Auto Run - Email Recipients screen](https://blog.keytrak.com/hs-fs/hubfs/8.%20Add%20Auto%20Run%20-%20Email%20Recipients.png?width=1621&height=907&name=8.%20Add%20Auto%20Run%20-%20Email%20Recipients.png)

## Complete Final Steps for Exported Reports

- If you choose “Export” as the output type, you’ll need to make sure an export path is set up. To create an export path, navigate to **Administration > System Configuration > Report Export**.
- Click **Browse** and select the destination for the report to be saved to.
- Click **Save**.

![Report Export on System Configuration screen](https://blog.keytrak.com/hs-fs/hubfs/9.%20Report%20Export.png?width=1044&height=498&name=9.%20Report%20Export.png)

- Return to the **Add Auto Run - Run Options & Frequency** page and select “Export” as the output type.
- Click **Save**.

Setting up automatic reports on your KeyTrak Edge or Guardian system helps you stay informed about your key control data, seamlessly integrating this essential task into your routine.

[![Get More System Tips](https://no-cache.hubspot.com/cta/default/6975698/ec9f1fe4-3701-460a-9c90-1869560becd3.png)](https://cta-redirect.hubspot.com/cta/redirect/6975698/ec9f1fe4-3701-460a-9c90-1869560becd3)

 SHARE THIS STORY <https://www.facebook.com/sharer/sharer.php?u=https://blog.keytrak.com/customer-tip-how-to-set-up-automatic-reports&title=Customer%20Tip:%20How%20to%20Set%20Up%20Automatic%20Reports&picture=https://6975698.fs1.hubspotusercontent-na1.net/hubfs/6975698/Business%20Professional%20Looking%20at%20KTEC%20Report%201475454113_featured%20image.png&description=Learn%20how%20to%20set%20up%20automatic%20reports%20on%20your%20KeyTrak%20Edge%20or%20Guardian%20Edge%20system%20so%20you%20can%20stay%20up%20to%20date%20on%20key%20control%20data.> | <https://twitter.com/intent/tweet?source=https://blog.keytrak.com/customer-tip-how-to-set-up-automatic-reports&text=Customer%20Tip:%20How%20to%20Set%20Up%20Automatic%20Reports> | <http://www.linkedin.com/shareArticle?mini=true&url=https://blog.keytrak.com/customer-tip-how-to-set-up-automatic-reports&title=Customer%20Tip:%20How%20to%20Set%20Up%20Automatic%20Reports&summary=Learn%20how%20to%20set%20up%20automatic%20reports%20on%20your%20KeyTrak%20Edge%20or%20Guardian%20Edge%20system%20so%20you%20can%20stay%20up%20to%20date%20on%20key%20control%20data.>

[NEXT POST](https://blog.keytrak.com/location-is-key-how-dealerships-can-save-2k/month-with-geo-intelligence)

## Related posts

#### [Customer Tip: 10 Things You Can Do in KeyTrak Edge Remote](https://blog.keytrak.com/customer-tip-10-things-you-can-do-in-keytrak-edge-remote)

#### [Customer Tip: Make the Most of Remote System Management](https://blog.keytrak.com/customer-tip-make-the-most-of-remote-system-management)

#### [Electronic Key Control: What Property Owners Should Look For](https://blog.keytrak.com/2014/12/electronic-key-control-what-property_19.html)

![KT_GoldBar](https://blog.keytrak.com/hs-fs/hubfs/KeyTrak/KT_GoldBar.png?width=2000&height=27&name=KT_GoldBar.png "KT_GoldBar")

- [Blog Home](https://blog.keytrak.com/)
- [KeyTrak](https://www.keytrak.com/)
- [Solutions](https://www.keytrak.com/solutions)
- [Resources](https://www.keytrak.com/resources)
- [Company](https://www.keytrak.com/company/about)

Follow Us

[Facebook Logo](https://www.facebook.com/KeyTrakSystems)   [Twitter Logo](https://twitter.com/KeyTrak)   [Linkedin Logo](http://www.linkedin.com/company/keytrak)  

© 2024 KeyTrak. All rights reserved.