Release Notes 3/26/2021

Last Updated on March 25th, 2021 by Erica Cinner

This Product Release Notes announcement for Wex Telematics Enterprise customers includes updates for the portal.

Portal

Reports

You can now email and schedule reports on the portal reports page!

To email a report:

  1. From the Reports page, click the report you want to run.
    The Report card will appear.
  2. Click the Email Report checkbox.
    The Email Report options will appear.
  3. Update the Email Subject field (optional).
  4. Enter one or multiple email addresses in the Addresses field.
  5. Adjust the report settings as needed.
  6. Click Email Report.

To schedule a report:

  1. From the Reports page, click the report you want to run.
    The Report card will appear.
  2. Click the Schedule Report toggle in the Report card, and schedule the date of your report.
  3. Scheduled dates include:
    • Daily (Weekdays)
    • Daily (Weekends)
    • Monthly
    • Quarterly
    • Weekly (Weekdays)
    • Weekly (Weekends)
  4. Adjust the report settings as needed.
  5. Once complete, click Schedule Report.


 
You can also view your scheduled reports on the My Scheduled Reports page:

For more report information, see: About the Reports Page and Running Reports.

Bug Fixes

Bug Fixes & Enhancements
  • Bugs were fixed for the Portal and Map.
  • UX enhancements were deployed.