The Report Wizard allows users to create a report tailored to specific needs.
Steps to Generate a Report:
- Go to Analytics -> Report Wizard.
- Select the report type you want to generate and click on "Wizard".
- 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).