Our new data and analytics platform offers the same reports you have used in the past, so you'll be able to find the data you need — you'll just do so with an easier and quicker user interface. To run a report using the new implementation, follow these steps:
- In the sidebar menu on the left of the screen, click
.
- Click Analytics & Reports on the flyout menu that appears.
The new Reports screen will appear and display the report categories on the left and a list of the available reports on the right alphabetically (regardless of report category).
Note: For the most part, all the legacy reports are also available in the new platform. (See What Reports Are Available in the New Platform?.) You will find, however, that some of the report names are slightly different and that redundancies have been removed.
- If you know the specific title of the report you want to run, type part of its name in the Search bar, such as "idle."
If you don't know the name of the report you want, you can select a category in the left pane.
Only reports that match your search criteria or chosen category will remain in the list on the right.
- Click the tile of the report you want to run, such as Idle Detail Report.
The report will run with the default parameters (with the Include All option selected for all the panes and, often, a date range of the last seven days [not including the current day], although this varies from report to report).
Note: Make sure that you scroll to the right to see other columns, as many reports have more data available to the right. The scroll bar isn't easy to find; hover your cursor over the result rows, and the scroll bar will become visible just below the displayed bottom row. In addition, you'll find that only about eight rows are initially shown, even though it says "Rows 1-25" at the bottom right. To see more rows of results, use the scroll bar at the right to scroll down. (Again, if you have trouble finding it, mouse over the right side of the results.)
Most reports are ordered chronologically, with the oldest result on top.
- You can change the order by mousing over the top right of the column you want to sort by and clicking the arrow that appears.
How changing the sort order looks and works will vary, depending on the type of report you are running:
- For the
type of sort icon: When you first click for a column (that wasn't previously selected for the sort), an ascending sort order will be applied, which means going from lower to higher for numbers or alphabetically for letters. This is indicated by to the right of the column header.
If you click again, a descending sort order will be applied, which means going from higher to lower for numbers or backwards in the alphabet for letters. This is indicated by 
.
- For the
type of sort icon: When you click for a column (that wasn't previously selected for the sort), this menu will appear:
Select Sort Ascending (A-Z) for an ascending sort order. This is indicated by
to the right of the column header. Select Sort Descending (Z-A) for a descending sort order. This is indicated by 
.
- For the
- You can give the report results more screen real estate by collapsing the report categories pane on the left and the Filters pane on the right by clicking
or 
, respectively. You'll find these about halfway down the screen between the results and the panels.
Click (or ) to restore the panel to view.
- To change the time period of results, follow these steps:
- Mouse over the top right of the Date Range pane.
will appear.
- Click .
The Date Range filter will be displayed.
- To display all the data from the past year, select Include All (No Filter Applied). Then skip down to step h.
- To select specific years, quarters, months, weeks, or days, click the Year drop-down arrow and click one of the options. Then click the Select drop-down arrow and check the boxes of the time segments you need. (For Day, you will choose the days on a calendar picker.) You can click Select All to include all the options. Then skip down to step h.
Note: The Hour (Aggregated) and 15-Min (Aggregated) options currently aren't functioning. - To choose a certain number of days, weeks, months, years, or quarters, leave Last selected for its drop-down list, click the 7 up-down arrow and choose the count you need (or select the 7 and type the value), and then click the Days drop-down arrow and select the new time value. Then skip down to step h.
Note: You can select This and then a time value (such as month) to receive results from just the beginning of that time frame up until now. The Next option, unfortunately, does NOT provide future results (and is just a leftover from similar dialog boxes). If Including Current is checked, the current day, week, month, year, or quarter will be included in the results. (Deselect this if you don't want today's [for example] activity to be reported as well.) - You can set a certain time range by clicking the From calendar picker, choosing the beginning date on the calendar, and then selecting the end date. (Click outside the picker to close it.) Then skip down to step h.
- You can choose specific time conditions to include or exclude from the results by first clicking the Is Not drop-down arrow, selecting from these options, and performing the following steps:
- Is Not: To exclude the conditions you will enter from the results. Click the Year drop-down arrow and click one of the options. Then click the Select drop-down arrow and check the boxes of the time segments you want to leave out. (For Day, you will choose the days on a calendar picker.) You can click Select All for all the options.
For example, if you know of a day of the month that will have unusual usage results (such as a company holiday), you might choose Is Not/Day/that holiday's date to prevent it from being a part of the results.
The results will include all the days, months, or such for the past year EXCEPT those you specify.
- Is: To show ONLY the conditions you will enter. Follow the instructions for Is Not, but in this case the results will include all the days, months, or such for the past year that you DID specify.
- Is Within: To include results within a specific range of conditions. Click the 1 up-down arrow and select the count you need; click the Year drop-down arrow and select Year, Quarter, Month, Week, or Day; select Before or After in the next drop-down list; and specify a date using the calendar picker.
For example, if someone reported objectionable driver activity but only had a general idea of the date it occurred, you might choose Is Within/2/Weeks/Before/the date they did provide to return results for that two-week time span.
- Top: To display only the highest values of the conditions. Click the 1 up-down arrow and select the count you need; click the Year drop-down arrow and select Year, Quarter, Month, Week, or Day; click in the Ranked By box and select the field you want.
For example, if you want to see the week with the highest idling values from the past year, you would choose Top/1/Week/Wastidletime1 (for the Idle Detail report).
- Bottom: To display only the lowest values of the conditions. Follow the same procedure as for Top, but for this, the results will show the week with the least idling hours (for example) for the past year.
- Is Not: To exclude the conditions you will enter from the results. Click the Year drop-down arrow and click one of the options. Then click the Select drop-down arrow and check the boxes of the time segments you want to leave out. (For Day, you will choose the days on a calendar picker.) You can click Select All for all the options.
- Click Apply.
The update icon (
) will appear to the left of the Filters panel.
- Click to reload the results with your changes applied.
- Mouse over the top right of the Date Range pane.
- To change the subgroups whose results are being displayed, follow these steps:
- Mouse over the top right of the Group Name pane.
will appear.
- Click .
The Group Name filter will be displayed.
Include All (meaning all the subgroups of the group you have selected in the Group Chooser, plus the parent group itself) will be selected by default.
Note: If you want to view data of a group above this group, you'll need to change the group you have chosen in the Group Chooser, as shown in Choosing a Group to View Globally. If you want to view a group that is above your assigned group in your account hierarchy, you'll need to obtain different permissions from your organization's administrator. - To choose specific groups by name, select the radio button to the left of Find in the List.
Then select the check boxes of the groups' data you want to display.
Note: You can scroll down to find the child groups you need or instead type part of the group name in the search box. After you have typed a few characters, only groups with the matching criteria will remain in the list. - Optionally, you can use specific conditions to include or exclude groups from the results by selecting the third radio button, clicking the Is Not drop-down arrow, choosing the condition, and selecting the groups (or typing the criteria).
- Click Apply.
The update icon () will appear to the left of the Filters panel.
- Click to reload the results with your changes applied.
- Mouse over the top right of the Group Name pane.
- You can change other filters to further narrow your results, following a procedure similar to step 8.
- At the top right of grid, you'll see these options:
: Provides a description of the report.
: Opens Edit mode, which you can use to create your own custom version of the report. (See Customizing and Saving a Report Copy for details.)
: Offers options to download the report as an image, a PDF, or a CSV (comma-separated value) file and to rename it.
- If you would like to run a different report, click its category name in the left panel to expand the category and select the report name.
The report will run with the default parameters.
You can change the options for the results by following steps 5 to 9.