Utilizing The Reports Tool

Utilizing The Reports Tool

In the top-left-side dropdown menu, you'll notice a tab that says 'Reports.' This menu allows you to create many canned reports as PDFs for data collection and analysis at any time, on any day, and with any vehicle. Here, we'll discuss how to use the Reports menu so you can get the information you need, anytime.

  1. The Reports Menu

    1. Once you navigate to the Reports screen, you will be met with ta three-column menu. The columns, from left to right, are:
      1. {Portal Type} Reports - This left-most column houses all reports applicable for your specific portal type and is also named as such (ex. Snow Portal = Snow Reports)
        1. Underneath each report, there is a brief description of the data it will pull and provide you with.
        2. Note: Some reports will only function correctly if you have the required sensors installed. Examples include:
          1. Salt Spread By _____ - Salt Spreader Sensor is required to generate any data for these reports. 
          2. Street Sweeper _____ - A multitude of different sensor activations can be analyzed using this report.
      2. Report History - The middle column shows you all previously generated reports, the date they were generated, and the option to download a PDF of the corresponding report.
        1. If there is a report actively generating, the Download Icon will be replaced with a clock. The clock will then turn into the Download Icon when the report is ready for viewing.
      3. Create A Scheduled Report
        1. This feature is not fully complete yet, but when it is, this column will allow you to schedule custom report generation when you see fit. Keep an eye on this, we're very excited about it!

Generating & Viewing A Report

  1. Report Generation

    1. Clicking on any of the canned reports will open a new window, allowing you to enter specific parameters to generate the report within. The parameters are:
      1. Zones - If you have created zones within your portal, you can use this parameter to select a particular zone of interest as opposed to reporting on your entire service area.
      2. Vehicle - Similarly to the Zones parameter, the Vehicle menu allows you to select one or multiple specific vehicles to report on. Useful if you have a large fleet or are just curious about one or two vehicles.
      3. Start & Stop Time - These two calendar menus can be used to set an exact date range to pull data from, down to the minute. 
        1. Note: If you wish to pull a report on a date range longer than two weeks, please reach out to a Customer Service Specialist for assistance as these reports can become very large and resource intensive.
    2. When you have finalized all of your desired parameters, click the 'Generate Report' button. Your new report will now appear at the top of the Report History column with a clock icon, indicating your report is being created.

  1. Report Viewing

    1. Once the report has finished generation and the clock is replaced by the Download Icon, click on the Download Icon to access your new data.
      1. This will download the report to your system as a PDF, making it easily shareable amongst your team. 
    2. Attached below is a sample Distance Travelled Report with parameters set to show the distance all trucks travelled within all zones in a 48-hour window.
      1. All canned reports will have a similar layout displaying the information relevant to the selected report.

And that's it! You can now generate a whole host of reports with your fine-tuned parameters. If you have any further questions or are encountering an unforeseen issue, please reach out to a FleetPaths Customer Service Specialist.

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