Custom Report Creation 

Overview

The Custom Report feature allows users to generate tailored reports by selecting specific data fields relevant to their operational needs (e.g., trips, telemetry, alerts, assets, or devices). This helps produce focused reports for analysis, monitoring, or client reporting.

How to Create a Custom Report

1. Access the Reports Section

1. From the left navigation menu, click Reports.

2. Ensure you are on the My Reports tab.
   

2. Start a Custom Report

1. Click Add Report (top right).

2. Select Add Custom Report from the dropdown.
   

3. Enter Report Details

Provide the required basic information:

• Report Type:
  Select the category of report (e.g., Trip Report, Telemetry Report, Alerts Report, Zones Report, Sensor Report, etc.).

• Custom Report Name:
  Enter a clear and descriptive name.

• Description (Optional):
  Brief explanation of the report purpose.

• Scope:

  • Only Me: Visible only to your account.

  • Global: Accessible to other permitted users.
    

4. Select Report Fields

After choosing the report type:

1. Browse the Available Fields panel.

2. Add required fields to the Selected Fields panel.

3. Use category filters such as:

   • Trips

   • Driver Details

   • Asset Basic Details

   • Devices

   • Additional Asset Details

   • Static Asset Details

4. Arrange field order using the provided arrows.
   

5. Save the Report

• Click Add to Favorites / Save to finalize.

• The report will now appear under My Reports for future use.
  

Best Practices

• Select only relevant fields to maintain report clarity.

• Use meaningful report names for easy identification.

• Periodically review saved reports to ensure they remain relevant.

Troubleshooting

Fields not appearing:
Ensure the correct report type is selected.

Unable to save report:
Check required fields (name, report type) are completed.

Report not visible to other users :
Confirm the scope is set to Global.