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Number

Section Name

Description

1

All Units Search Bar

Provides the ability to search for specific entities within an organization.

2

Organization tree

Provides the ability to select specific clusters, groups, and units within the organization.

3

Templates for reports

You can access a wide range of reports without having to build them independently. Report Templates





4





The Action Options menu on the Favorites and Scheduled reports

Visual - The dashboard designer of the favorite reports

Scheduled - The creation and editing of a favorite report in order to make it a scheduled report

Share - A method of sharing a favorite report

Rename - A way to rename the favorite report

Delete - Deleting a favorite report


5


My Reports

This is a list of the user's favorites and scheduled reports. The list also includes reports that have been converted into dashboards by the user.

My Reports


6


Create From Scratch

A list of the reports. There are 3 main reports groups (General, Fleet, and System). Each report will affect the report fields displayed in paragraph 7 and 10.

7

Selected fields

Selected fields for report generation.

8

Time range filtration

Allows the period selection

9

Clear All

Allows the user to clear all the fields that have been selected






10



+Add Field

Among the system parameters are a list of fields that can be selected to construct your report. Calculated fields allow you to create a different type of field called calculated that will calculate between other fields that you have selected.


11

SDK link

Provides an API call as an HTTP URL - includes the reports information.

Forms Gate Info

Forms Gate System Keys.

12

Visual
This feature is available only to organizations with a Platinum/Gold license.

An option for converting a report into a dashboard. The report will be erased if it is not saved as a favorite report.

13

View Report

Provides a report within an independent tab - includes the reports information.

14

Save a Favorite Report

The user can save a report as a Favorite Report for easy access in the future.

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