iOn's reports can provide you with all kinds of information about your fleet, including the total miles your assets have driven, the vehicle events reported to iOn, idling details, speeding data, fault code information, and alert notifications.


Note: To see what kinds of reports iOn has to offer, go to Viewing Available Reports.


Be aware that your user role will need to have the privilege to use the Reports screen in order for you to be able to run reports. (If you need to run a report and you don't have that privilege, contact your organization's iOn administrator.)


To run a report, follow these steps:


Caution: Make sure that you have the parameters you need to set planned out (the groups, assets, operators, and so on) and dedicated time to complete the procedure below before you begin. The Reports screen times out after 30 minutes of inactivity, so if you stop in the middle of the task and try to return to it, you'll have to start over.


  1. In the sidebar menu on the left of the screen, click .
     
    The Reports screen will appear and display the reports saved for the group you have selected in the Group Chooser, if any. (If there are none, it will display the iOn Reports tab.)
     
  2. If you want to run one of the saved reports, click its tile and skip down to step 6.
     
  3. Click the iOn Reports tab.
     
    It will list all the available reports alphabetically (regardless of report category).
      
  4. If you know the specific title of the report you want to run, type part of its name in the Search Reports bar, such as "vehicle."
    Note: Optionally, you can narrow your search further by clicking the Report Type drop-down arrow and selecting a category.
    If you don't know the name of the report you want, you can search by type, as follows:
     
    1. Leave the Search Reports bar empty.
        
    2. Click the Report Type drop-down list and select the category you are looking for, such as Asset Usage Reports.
         
       
  5. Only reports that match your search criteria will be displayed in the list.
      
  1. Click the tile of the report you want to run, such as Vehicle Daily View.
     
    The report options will appear on the left. These will vary, depending on what type of results the report is designed to return.
      
  2. Click the Group Name drop-down arrow and select the group with the assets/drivers you need results for (or you can leave the default selection of the group you have chosen in the Group Chooser).
    Note: The top-level group will be the one specified in the Group Chooser; you can select it or any subgroups it has. See Choosing a Group to View Globally for details on how to change your chosen group.
    By default, Include Subgroups will be selected.
     
  3. If you want to include the results from subgroups of the group you have chosen, you can leave this checked. If you want to display only results of the specified group, deselect Include Subgroups. ( means selected, and  deselected.)
     
  4. If applicable to your report, select the asset type(s) to see results for in the Asset Type list.
    Note: You can select one or more. Some reports preselect a type, such as Vehicle for the Vehicle Daily View report.
     
    Also, you can use the options at the bottom of the Asset Type area to select all the types (Select All), select no types (None), or switch your selections to all the ones you haven't clicked (Invert).
  5. If applicable to your report, select the asset categories you need results for.
    Note: Some option panels will include "N/A" (not applicable) in the list — for example, if the chosen group doesn't have any asset categories.
    For most reports, the next option area as you scroll down will be the Assets list.
      
  6. If applicable, select the asset(s) to see results for in the list.
    Note: You can select one or more, and you can use the options at the bottom of the Assets area to select all your assets (Select All), select no assets (Deselect All), or switch your selections to all the ones you haven't clicked (Invert).
     
    If you don't select specific assets, the report will be run for all the assets in the group you've specified.
     
    To search for an individual asset, click in the Search List field, enter part of the asset name, and then select it in the list.

    If you don't want inactive assets to appear in the list, deselect Include Inactive Assets.
    For some reports, those are the only options before the Reporting Interval drop-down list.
     
  7. If that's not the case for your report, continue to scroll down in the Options panel; you will see all the parameters available for your report, such as operator, route, and geofence.
     
  8. Enter any other necessary parameters.

    Close to the bottom of the Options panel will be selections for entering the date range you want for the results, beginning with the Reporting Interval drop-down list.
      
    For most reports, the default time range will be the last seven days of results.
      
  9. If the default date range isn't what you need, click the Reporting Interval drop-down arrow and select the time period, with the options Today, Yesterday, Last 7 Days, Last 30 Days, and Last Month.
     
  10. Optionally, to use a specific time range, follow these steps:
     
    1. Click the Reporting Interval drop-down arrow and select Configured Date Range.
       
    2. Click the From Date calendar picker and select the beginning of the time period for which you want to run the report.
       
    3. Click the To Date picker and select the ending of the time period.
       
  11. If there are any other options to specify, such as the Days Filter (to exclude certain days) or Unit of Measurement in the case of the Vehicle Daily View report example, select your preferences for those.

  12. Click Apply.
    Caution: Be aware that there is a limit to how much data can be returned when running a report. The restrictions vary by report. If your request exceeds the cap, you'll receive a warning like one of these:
       
    If you do, reduce whatever you're being warned about (such as the asset count, operator count, or the time frame) and click Apply again.
    The report results will appear on the right.
      
  13. Be sure to scroll to the right, as many reports will have more columns of results than can be displayed on your screen at once.
    Note: Some results, such as asset names in the Asset Summary View report, will open drill-down reports; this is indicated by underlining. Clicking the underlined result will open the child report's results. (In the example of the Asset Summary View report, if you click an asset's name, the Asset Detail View report for that particular asset will be displayed.)
     
    If you click an underlined address in the results, it will open Google Maps and display the location.

    Warning: There is currently a known issue that is causing drill-down reports on the new iOn site to malfunction.
    You can give the report results more screen real estate by clicking at the top left of the Options panel (to the left of "Options") to collapse it. (Click  to restore the panel to view.)

    These are the options above the report results, from left to right:
     
    • : Begins the process of saving a customized report layout, including which columns are displayed and in what order, how they are sorted, and what filters are applied.
       
    • : Begins the process of exporting the results data.
       
    • : Undoes the last modification you made to the report results (such as sorting a column).
       
    • : If you previously used  to undo a change to the report results (such as sorting a column), this reapplies the modification.
       
    • : Undoes all the viewing adjustments you've made to the report results (such as applying a filter and sorting a column).
       
    • : Zooms the report results out (making them smaller while displaying more data). The percentage value to the right shows the current zoom level.
       
    • : Zooms in on the report results (making them bigger but displaying less data). The percentage value to the right shows the current zoom level.
       
    • : Enables you to search for a particular value within the report results. After typing your search criteria text, click . The first matching value will be highlighted.
       
    • : After you've performed a search, this moves your cursor to the preceding matching value.
       
    • : After you've performed a search, this moves your cursor to the next matching value.
       
    • : Enables you to move through the pages of report results, as follows:
       
      • : Goes to the first page of the results.
         
      • : Goes to the preceding page of the results.
         
      • : Indicates what page you are on; this example shows that you are on the first page of report results (and that there are 2 total pages). You can jump to an earlier or a later page by selecting the current number (1 in this example), typing in the new value, and pressing Enter.
         
      • : Goes to the next page of the results.
         
      • : Goes to the last page of the results. 

    These are the column options that become available when you select a column (these will appear above the chosen column):
        
    • : Enables you to format or hide the column:
       
      • If you select Formatting, you can apply different fonts, font weight, and font color for the headings or results (on the Basic Formatting tab) or for specific result values (on the Conditional Formatting tab).
          
      • If you select Hide Column, the column will disappear from view. To make it visible again, select  above a different column, click Show Columns, and then select the column name to restore in the flyout menu.
         
    • : Enables you to filter the column's results, as follows:
        
      1. In the Filter Column dialog box, click Show Only Rows Where.
          
      2. If the default filter type (Equals, which displays only values that match exactly the text you will type in the field) isn't the type you want, click the drop-down arrow and select one of the other options (Contains, which displays any value that has the filter text somewhere within it; Starts With, which displays only values whose text begins with the characters; Ends With, which displays only values whose last few letters or numbers match the filter text; and Is NULL, which shows fields without values; plus their inverse values).
          
      3. Type the text to include in the filter field to the right (unless you selected Is NULL or Is Not NULL).
         
      4. Click OK.
        Note: Any filters you apply will persist throughout your user session. So if you navigate to a different screen away from a report, you can return to the report where you left off.
    • : Sorts the column data by ascending order (from lowest to highest for numbers, or from A to Z for words).
       
    • : Sorts the column data by descending order (from highest to lowest for numbers, or from Z to A for words).
       
    • : Enables you to make the column wider and narrower (by clicking and dragging  to the right or left).
        
  14. If you would like to run a second report, click Add Report at the top left of the screen and repeat the preceding procedure. The results will appear on a second tab of the Reports screen, and you can swap between them to compare values, if needed (by clicking the tab you want to view).
      
  15. If you are done with one of the reports, you can click  at the right of the tab to close it.
     
    The other report will remain open on its tab.