¶ Overview
The Trips Report offers a comprehensive view of detailed trip histories for vehicles or assets. It provides insights into trip durations, routes, and other relevant metrics within a specified time range, aiding in effective fleet management and analysis.
¶ Instructions
- Title: Trips Report
- Description: The Trips Report provides detailed history on trips, including duration, route, and other relevant metrics within a specified time range.
- Supported Files: PDF, Excel
- Sensors: GPS sensor is required for generating this report.
¶ Report Creation Steps
¶ 1. Accessing the Report Creation Page
- Click on Trips Report to navigate to the Create New Report page.
¶ 2. Generating the Report
- A dynamic form will appear on the right side of the page for creating the report.
¶ 2.1 Report Type
- From the Report Type dropdown, select Custom Report.
¶ 2.2 Date Range
- In the Date Range field, choose the start and end dates for the report.
¶ 2.3 Group By
- Use the Group By field to group the report by:
- Hourly
- Daily
- Weekly
- Monthly
¶ 2.4 Control Days
- Select the days to be included in the report. Multiple days can be chosen.
¶ 2.5 Summary Options
- Choose one of the following options:
- Only Summary: Displays only the summary of the report.
- Sort Records by Time (Descending Order): Generates the report with records sorted in descending order by time.
¶ 2.6 Account Field
- The Account field displays all accounts available for generating the report for specific units and groups.
¶ 2.7 Unit Search
- Use the Search Field to search for units.
- Select the unit(s) needed for the report from the displayed list.
¶ 3. Generating and Viewing the Report
- After selecting all required fields, click the Generate Report button.
- A progress loader will appear while the report is being generated.
- Once ready, a preview of the report will be displayed in PDF format.
¶ 4. Downloading or Saving the Report
- You have three options at the top of the preview:
- Download PDF: Save the report as a PDF file.
- Download Excel: Save the report as an Excel file.
- Save the Report: Save the report for future reference.
¶ 4.1 Saving the Report
- When you click Save, a pop-up will appear.
- Report Name: Enter a name for your report (3 to 20 characters).
- Labels: Add multiple labels to categorize the report.
- After clicking Save, the report will be saved, and you will be redirected to the list of reports where your generated report will be visible.
¶ Troubleshooting
- No Data Displayed: Ensure that you have selected the correct parameters for your custom report. Check your account permissions if you cannot access specific units.