The Report Wizard allows users to create a report tailored to specific needs.


Steps to Generate a Report:

  1. Go to Analytics -> Report Wizard.
  2. Select the report type you want to generate and click on "Wizard".
  3. The wizard consists of several steps:


Step 1: Select Report Type

The user can choose which type of report they want to generate.


Step 2: Define Scheduling (When)

Users can define when and how often the report should be generated and sent.

Set Up a Reporting Schedule:

  • One-time report: The report is generated only once.
  • Daily report: Sent every day at the selected time.
  • Weekly report: Sent once a week on the selected weekday at the chosen time, containing the previous week’s data.
  • Monthly report: Sent once a month on the selected day at the chosen time, with data from the previous month or a specific part of the month.

Define Timeframes for Data Inclusion

  • Default options: Weekdays and Weekends
  • To customize, enable "Set Custom Timeframes"

For example, a report can be set to include data from Monday to Friday, between 05:00 and 19:00.


Step 3: Select Data Sources (Who)

Users can choose which assets to include in the report:

  • All assets
  • One or more selected assets
  • One or more asset groups
  • One or more asset types

Selection Options:

  • All assets: All assets listed in the left column will be included in the report.
  • Specific selection: Selected assets will move to the right column and be included in the report.
  • Filter by group: If assets are categorized into groups, users can generate reports based on a group.
    • Select one or more groups in the left column and click the arrow to move them to the right column.
  • Filter by type: If assets are categorized by type, reports can be filtered accordingly.
    • Select one or more types in the left column and click the arrow to move them to the right column.
  • Apply additional filters using attributes to limit the number of assets included.

? Example:
Generate a list of all assets in the "East Flanders" group that are Peugeot vehicles.
The report will only include vehicles where the attribute "Brand = Peugeot" is recorded.


Step 4: Configure Parameters

Under this step, users can:

  • Assign a name/description to the report schedule.
  • Select additional parameters (available options depend on the subscription type).

Description:

The name of the attachment in the generated report. Users can include dynamic variables by selecting the key icon.

Driving Behavior:

  • If Eco-Driving is enabled, Eco Score parameters will be available.
  • CAN Data Inclusion: Requires additional hardware for CAN Data visualization.

Locations:

  • By default, all locations visited by the asset are included.
  • Users can filter locations by specific groups.

Stops:

  • Merge trips with idling periods:Idle time is not included in the report.

Additional Information:

  • Include odometer readings: The asset’s start and end mileage will be included.
  • Include engine hours: Similar to mileage tracking (only available if engine hour tracking is enabled).
  • Start/End hour meter included.
  • CO₂ emissions: Will be included if an emission value is recorded for the asset.

Person Information:

  • If the asset is equipped with a badge system or if a person registers via the Time App, their identification will be included in the report.


Step 5: Report Design

  • If attributes are created and filled in, users can choose to include one or more attributes in the report.
  • Note: Attributes classified as "attachments" will not be included.


Step 6: Summary & Report Delivery

The summary provides an overview of:

✔ Selected time period
✔ Included assets
✔ Enabled parameters
✔ Included attributes

  • Reports can be emailed to multiple recipients (max 5).
  • Users must enter a valid email address and select the report format (CSV, HTML, PDF, XLS, Advanced XLS).