- Click Measure.
- Under Insights, Click Reports.
- Select the report category.
- Choose your required report.
The Reports module makes use of a report wizard. Wizards simplify complex tasks by breaking them down into a series of easy to understand steps.
When you request a report, a wizard guides you through the entry and selection of your report criteria. The criteria wizard allows you to refine the report to suit your needs and consists of three to four tabs, namely:
- Assets & Drivers - this tab provides the "Report on" as well as "Asset/Driver List" selection tree. Here you will choose if you want to view information by asset or by driver and then select if you want to view all the assets/drivers in the organisation, only certain sites or go down to only viewing specific assets or drivers. After you have made your selection, click on Next to move to the following tab.
- Standard selection - is where you select the columns you want included in your report, the reporting period, e.g. from and to dates, or predefined date periods, and if relevant the events or locations. Most of the reports provide a default selection of columns and numerous additional optional columns which can be selected. This allows you to design the report to include only data important to your operations.
- Additional settings - this tab provides the selection options which are unique to specific reports e.g., location types, filter distances, ranges for scoring, etc. Read the article about each report to find out more about the additional settings.
- Run Report - this tab provides the actions on how the report should be processed i.e. view or download the report and to which format, set up favorite reports and set up email subscriptions of reports.
Go back to a previous tab by clicking the Back button and then proceed without having to change all the selections previously made.
Learn more on creating favorite reports, by clicking here.
Learn how to create email subscriptions, by click here.
Important Notes:
Newly added or amended locations will appear in historical tracking but not in reports (historically) due to the data already being processed in the data warehouse for historical dates. It will only appear from the time it was added or amended.