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Generic Reports

Reports on your fleet data are a useful tool for recording and displaying the current status of your assets.

The Reports page allows you to configure and schedule generic reports. These are sent to you (or selected users) by e-mail in CSV format and are also available for immediate download. Unlike the report builder, there are only a few customisation options for the final report.

🧭 Getting to Reports

  1. Click Reports in the navigation bar.

  2. Click Reports in the drop down.

The Reports page will open.

Reports Nav Bar-20240320-080453.png

📚 Reports Information

The Generic Report page allows you to produce standardised reports of fixed columns. You can immediately download a copy of the report or schedule the report to run on a specific frequency, ranging from every 30 minutes to every fortnight.

If you currently have reports saved, you will see a list showing all of the reports saved to your user. If you currently have no reports saved, you will see an empty page with an ‘Add New Report’ button on the left hand side.

There are multiple report type categories which report types are split up in to. This helps the user keep an organised, easily-to-navigate report page. Note that if the user has no reports of that specific category, the category will not appear in the side menu.

No.

Description

Adding a report

You can add a new report here.

Deleting a report

You can delete an existing report here.

Editing a report

You can edit an existing report here.

Downloading the report as a CSV-file

You can download the report as a CSV-file by clicking this button.

CSV Download

Some report types can’t be downloaded as a CSV.

Downloading the report as a PDF-file

You can download the report as a PDF-file by clicking this button.

PDF Download

Some report types can’t be downloaded as a PDF.

Downloading the report as HTML

You can download the report as a HTML by clicking this button.

HTML Download

Some report types can’t be downloaded as a HTML.

Scheduled/unscheduled report

This shows you if a report is scheduled or unscheduled. A scheduled report will be sent out at a set frequency.

Included in report

This section shows you the reports in which you are included as a recipient. These can either be reports you’ve created yourself or by another user.

My reports

This sections shows all reports you’ve created yourself.

Reports

You can create, send and download generic reports on the Reports page.

🛠️ Report Features

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