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Reports

What reports can I create and how to manage them?

Grete Jeltsov avatar
Autorilt Grete Jeltsov
Värskendatud üle 3 aasta tagasi

In the report menu, you can create trip reports as well as consolidated reports and fueling reports 📊

💡 All the reports can be exported in PDF, XLS, and CSV format.


💡 We have created example reports for you for immediate use.

💡 You can set up automatic reports which will be sent to your email without the need to log into your account.

To see all the reports, go to the menu: Reports


📍 MANAGING EXISTING REPORTS

💡 You can make changes in the example reports as you wish to make them suitable for your company.


💡 You can change the order of the data fields, add new fields, and delete the existing ones if you have the right to do so.

To make changes in a report, open it and click  "Edit"

In the editing view do like so:

  1. Change the data as you need

  2. After making the changes, click on the green "Update" button

  3. If you wish to delete the report, just click on "Delete" 

💡 If you have the right to edit reports, you can view and edit all the reports in your system.

💡 You can also create new reports and delete existing ones.


📍 REPORT TYPES

Reports fall into 5 major categories:


📍 HELP WHEN CREATING REPORTS

💡 All the data in the reports can be sorted in the opposite order - move the cursor on the head of the column and arrows will appear. Clicking on them will reorder the data.


💡 If the heading of the column is not fully visual - click on it and it will appear.


💡 Report columns can be dragged and dropped - move your cursor on the heading of the column and a „::“ sign will appear. Click on it and move the column where you need it.

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