Legacy Create Reports Screen

The Create Report screen lets you select a built-in report type and set the options for that report type to specify what data the report shows. From the Reports section of the navigation bar choose Create Report, to open the screen, or click the Create button on the Manage Reports screen.> Saved & Scheduled tab.

If the report tree in the left panel includes analytics icons () beside some or all of your available report types, this indicates that the report beside the icon 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. Then use the Previous or Next buttons to move to the first built-in report type with a name that matches the search term you entered. Previous locates the first matching report type that appears above the currently selected type in the report tree, while Next locates the first matching report type that appears below the currently selected type. If no matching report type is located in the specified direction, the search loops around to continue at the top (when using Next) or bottom (when using Previous).

2:

The report tree lists all the available built-in report types  for your account. For report types that have subtypes, you can click the "+" to expand the tree so that it shows all the subtypes of a report type.

3:

The right panel presents all of the options you can set for the selected report type. These settings are presented in two pages (as well as at the foot of the panel):
 

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).
Advanced - 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.

4:

Use the radio buttons in the lower part of the right panel to indicate the output format you want for the report. This may be Spreadsheet, Tabular, PDF, CSV or HTML, depending on the report type. Note that both Spreadsheet and Tabular will 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.

5:

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.

6:

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.

Settings Tab

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).

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 may be absent for a particular report type.
 

1.Time Frame options - If relevant, the time frame options are displayed first. These 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.
2.Report By - The Report By control indicates 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, such as the one shown in the screenshot above.
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 may vary.
 

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

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 only use 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:

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

2:

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

3:

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 will cover.

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.