Managing data and reports

When viewing historical data by group or generate reports by group, make sure that one of the following is selected:

Note: A printer that was moved out of a group may be rolled up again to the same group automatically. This instance causes two rows for the same printer to appear in the historical data or reports. The period in which the printer is associated to a group is not captured in historical data or reports.

Understanding date ranges

When viewing the historical data or generating reports, you can select one of the following predefined date ranges from the Time Period menu:

For historical data, if you select an option that includes a date range in the View menu, then the data shown for the time period changes. The historical data view covers the full weeks, months, quarters, or year that fits into the specified time period.

For example, on October 8, a user selects Supplies by Quarter in the View menu and Last 30 days in the Time Period menu. The period starts from September 7 and ends on October 8, which falls under the third quarter (July to September) and fourth quarter (October to December). In this case, viewing the historical data shows supplies data from July 1 to October 8.

Managing reports

Understanding reports

Predefined reports
Custom reports

You can create custom reports using the Pentaho Report Designer software. The following parameters are required in every report:

The following keywords are also required to determine whether the report can be run on a group or a printer:

Note: For more information on creating custom reports, see the help information for the Pentaho Report Designer software.

Generating reports

  1. From the Fleet Tracker web portal, click Reports > Generate Report.

  2. If necessary, select a client or group. For more information, see Selecting a client or group.

  3. Select a predefined report.

  4. If necessary, select a time period.

  5. View, export, or e-mail the report.

Note: You can edit, delete, or export current scheduled reports from the Schedule Report page. You can also view and delete past reports from the Archived Reports page.

Scheduling reports

Note: Details of scheduled reports show the local time zone from where the client is accessing the application.
  1. From the Fleet Tracker web portal, click Reports > Schedule Report.

  2. If necessary, select a client or group. For more information, see Selecting a client or group.

  3. Click Create, and then type a name for the report.

    Note: You can also edit, delete, or export current scheduled reports.
  4. Select a predefined report.

  5. Configure the report parameters, and the frequency of generating reports.

  6. Click Schedule.

Managing report views

A screenshot of the Views feature for reports
  1. From the Fleet Tracker web portal, click Reports > Historical Data.

  2. If necessary, select a client or group. For more information, see Selecting a client or group.

  3. Click Manage Views > Create.

    Note: You can also edit or delete views.
  4. Enter a name for the view.

  5. To share the view with other Fleet Tracker users, select Shared.

  6. From the Rows section, select the row and items to include.

    Notes:

    • To add or remove a column, click the right or left arrows, respectively.
    • To organize the order of columns, click the up or down arrows.
  7. Click Save.