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Creating and editing reports

Creating a report​

Go to Reports > Saved reports and click New report. A short wizard walks you through seven steps.

1. Report type​

Choose what the report is about. Driving (trips) shows journeys, with each row being one trip from A to B. Parked (stops) shows where vehicles stopped, with each row being one parking event. The type you pick decides which columns you can add later.

2. Vehicles and drivers​

Choose who the report covers. All vehicles are included by default, so any vehicle you add to your fleet later will show up in future reports automatically. If you only want certain vehicles, select them and the report will include just those. Drivers work the same way. Leave it set to all drivers unless you want to focus on a specific person or group.

3. Data points​

Choose the columns you want in the report. Each column is one piece of information about a trip or stop, like the registration, distance driven or the address where a vehicle parked. Only pick what you need, as extra columns just make the report harder to read. Some columns only work for vehicles with a hardware tracker fitted.

4. Date range​

Choose how far back the report looks each time it runs. This moves with the report rather than being fixed dates. For example, "Last 7 days" always means the 7 days before the report was created. That's what makes scheduled reports useful, as the dates update themselves every time.

5. Schedule​

Choose how often the report runs. If you only need it now and then, leave it on demand and run it yourself when you need it. If your team needs it regularly, say every Monday morning, set a schedule and it'll be ready without anyone having to remember.

6. Notifications​

Choose who gets an email when the report is ready. The email includes a link to the report. Anyone you add needs Reports access on their account to open it.

7. Review​

Check everything before you save. Traknova suggests a name based on your choices, but you can change it to something your team will recognise. This is the name you'll see in Saved reports, so keep it clear.

Editing a report​

Open the report, click ... next to its name, then click Edit. You can change any setting, including the schedule and who gets emailed. Your changes will apply from the next report onwards.

Deleting a report​

Click ... next to the report name, then Delete report and confirm. Any schedule stops straight away.