Create Reports Screen

The Create New Report screen is used to show all of the built-in report types that are available to you. You can open this screen from the Reports section of the navigation bar by choosing Create Report, or by clicking the Create button on the Saved & Scheduled tab of the Manage Reports screen. The reports that you can run are displayed either as a flat list or in a panel view, and are grouped together and categorized by type. Use the layout buttons in the upper right corner of the screen to toggle between the two presentation styles, and use the search bar to filter reports by name.

If the report name ends with an analytics icons (), this indicates that the report has been updated to use the newest analytics engine. This engine allows better report performance when large date ranges or vehicle sets are selected, and the reports it generates include updated formatting. There is no need to update your settings or report schedules. If you have any questions about this change, please contact your customer support partner or from the Help section of the navigation bar choose Contact Support.

1:

Use the Search field to locate a specific report type. Enter all or part of the name of the report type (or subtype) in the search box. All reports with names, or within report category names, that partially or completely match the search term you used are shown in a drop-down list. These reports are highlighted in bold text in either the report categories or list below the search field.

2:

Hover your mouse over the information icon to the right of a report type to read a brief summary of what the report does.

3:

Add individual reports to your collection of "favorites" by clicking an outlined star icon to the left of a report name, turning the star into a solid, filled star icon indicating that it is a favorite. You can find these favorite reports later by selecting the Show favorites only checkbox in the upper left corner of the screen. To remove a report from this list, click the star icon beside the report again, reverting the icon beside it to an outline.

4:

Click a report name to open a Settings tab containing configuration options for the report. Here you can set the time frame of the report, the items that will be included in the report, and the output format of the report.

5:

Use the Panel and List buttons to toggle between the two report list presentation styles. Both layout styles display the same report types, and group them together by the same category type names such as "Daily Operations" and "Compliance".

Panel view groups reports together within sections and uses icons to represent the different types of report they contain. Within each panel, the individual reports are listed alphabetically:

List view shows report categories, and the individual reports within each category, alphabetically in a vertical list:

Settings

The Settings tab lets you set the time period that the report covers and, where relevant to the report type, the data you are reporting on (such as the fleet, vehicle or vehicles, team, driver, territory, category), and the report's output format. For example, PDF, HTML, or CSV.


 

The controls on the Settings tab vary depending on the type of report that is selected. The possible options follow a fixed order, although any of the items might be absent for a particular report type.

1:

Use the Criterion selector to choose the report criterion you want to use, for example to report only on drivers or vehicles. You can use only a single one of the criteria listed.

2:

Use the Time Frame section to determine the time period that the report covers. The type of time period is determined by the Time Frame drop-down list. In most cases, this is a time frame relative to the time when the report is generated (such as Yesterday or Last Week), but can also be set to a specific day or a set of specific dates. If you select a time frame that is not fully specified, additional controls are displayed, where you can specify the missing details. For example, in the screenshot above, the hours of the day covered by the report are displayed below the Time Frame drop-down list. When you specify a time frame, the time period covered by the report if you were to generate it immediately is shown in the yellow box below the time frame options.

3:

Use the Report By section to specify the main data that the report covers. The way to specify what data the report covers is dependant on the report type, and can include a Fleet, a Team, a vehicle or group of vehicles, a driver, a territory, a category, a state, or a combination of more than one of these values:
 

In some cases, there is only one way to specify the data that a report covers. In those cases, the Report By section contains one or more simple drop-down controls.
In other cases, there are a variety of options available. In such cases, the Report By section contains a multi-selection control.
The Report By section can include a combination of simple drop-down controls and a multi-selection control in cases where one type of criterion is always required while other types of criteria can vary.
 

Be sure to check below the multi-selection control, in case there are additional drop-down controls beneath it.

4:

Use this filter to search by name for node items that you want to include in the report. These can be fleets, vehicles, teams, drivers, territories, or categories. Type a name into the field and then use the Previous and Next buttons to move up and down between the node tree items that match your search text. As you find items you want to add to the report, select the check box beside them.

5:

Use the Output Format radio buttons to indicate the output format you want for the report. This can be Spreadsheet, Tabular, PDF, CSV, or HTML, depending on the report type. Note that both Spreadsheet and Tabular generate Excel format (.xls) spreadsheet files. The Spreadsheet option generates a spreadsheet using a pre-defined report layout, while the Tabular spreadsheet includes only raw data presented in column format. Choose Tabular when you want to leverage the native analysis functionality of Excel on report data (for flow charts and PivotTables, for example). Tabular export is not supported for any Summary report types as data is exported in an unmodified form.

6:

Click Run to run the report immediately without saving it. The report is added to the Reports queue, where you can download it when it has been generated.

7:

Click Save to save the report so that in the future you can run it with a single click. When saving a report, you can schedule the report to be run automatically on a schedule and emailed to members of your organization.

Multi-Selection Control

The multi-selection control lets you select one or more vehicles or one or more drivers.

1:

Use the top selector to choose the type of criterion you want to use. You can use only a single one of the criteria listed.

2:

Use the tree to locate the individual items you want to report on. Select the check boxes for all the vehicles or drivers you want to report on. Select the check box next to a fleet or team to include all the vehicles or drivers in that fleet or team.

Exceptions Control

The Exceptions control lets you select one or more exceptions (InSight Alert types) to report on:

1:

Click an InSight Alert in the list to select it for adding to the report.

2:

Use the Filter field to filter the list of defined Exceptions (InSight Alerts) if it is very long.

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Click the Add button to add the selected InSight Alert to the collection of Alerts that are reported on.

4:

Select an InSight Alert that you have added to the report and click the Remove button to change your mind and exclude an alert from the report.

5:

The list of InSight Alerts that the report covers.

Skill Filter Control

The Skill Filter control lets you specify one or more Tags that are used to filter the list of vehicles or drivers, so that the report only includes data when a specified tag is absent or present.

To add a tag:
 

1.Click in the Click to add Tag space and enter part of the tag name. As you type, a drop-down list opens, listing the tag names that match your entered text.
2.Select a tag from the list. The tag badge is displayed.

To remove a tag:
 

1.Click the "X" on the tag badge.

Advanced Tab

The Advanced tab lets you set any additional options that further refine the data to report on or that configure the way the report presents its data. The Advanced tab is not available for all report types and the controls in this page vary, depending on the report type.