Reports

Reports in a fleet management system provide a structured summary of data and insights related to vehicle activity, performance, and usage. They consolidate and present information in a user-friendly format, enabling better decision-making and operational efficiency.

To Open a Report, click on Menu > Reports in the application and select the preferred report.

Below given is an example of a report:

To view the detailed information of a single object, click on + as highlighted in the below-given image:

Detailed information about that particular object will be viewed as shown in the image given below:

Customize Report Data

Users can easily customize the report outputs to their specific needs by applying filters such as date range, object selection, and other criteria, enabling focused and actionable insights.

To accomplish this, navigate to Reports > Click on the icon as highlighted option in the image below.

Upon clicking on, a tab will appear on the right side of the screen, as illustrated in the image below. Here, users can easily apply the filter for required parameters, allowing them to customize the data they wish to analyze.

Upon clicking the apply button, users will be able to view the report tailored to the specified time range and selected objects.

Schedule the Report

Users can set up a schedule for report downloads, which automates the process and eliminates the need for daily manual downloads and streamlines their workflow.

To create a Schedule Report, go to Reports > Click on as highlighted in the below-given image.

After clicking on , the tab will open on the right side of the screen, as shown below.

To create a Schedule Report, click on + Create Schedule Report. The following window will open on the right side of the screen:

Choose the objects for which you would like to schedule the report, and fill in the additional details according to your requirements and preferences. Once you have completed this, click on Save to create the scheduled report.

Adjust Preferences

Users have the flexibility to customize the report columns that are displayed on-screen or included in downloads, as well as to specify the sorting order of the records according to their individual preferences and requirements.

To select the preferred columns, go to Reports > Click on  as highlighted in the below given image.

After clicking on , the window as shown in the below-given image will open, from which the users can select if the columns should be showable, printable, or sortable, along with sorting priority and order. Click on the Save 💾 button to save the settings.

Customize Chart Settings

Users have the ability to modify the chart data consideration available in the report columns.

To change the chart setting, go to Reports > Click on as highlighted in the below-given image.

After clicking on the highlighted icon, the window as shown in the below-given image will open, from which the users can enter the Header and you can select the field you want to have on X-Axis and Y-Axis respectively. Click on the Save 💾 button to save the settings.

Users will be able to see the chart displayed according to their selections in the report, as illustrated in the image below.

Favourite Report

Users have the ability to mark the reports as favorites, allowing them to quickly access the reports they use most frequently. Learn how you can mark the reports as Favourites.

Search Functionality

Users have the ability to search for reports or screens, allowing for quick and efficient access from any location within the system. Learn how you can use the Search feature.