Overview

This guide explains how to use the Reports module in zenduONE to access pre-built reports, customize data views, schedule automated deliveries, and create fully customized reports to meet operational needs.

Accessing the Reports Module

Navigate to the Reports module from the left-side navigation panel after logging into the platform.

Ensure you have the required permissions if the module is not visible.

Reports List Page Overview

The Reports section provides access to a variety of pre-built reports organized into categories such as:

• Asset Connectivity

• Coaching

• Exceptions

• Work

• Trip History

Users can select any report to view relevant data. For example, the Trip History report allows you to analyze driver trips with customizable filters.

Creating and Viewing Reports

Selecting a Report

Choose a report from the available categories based on the data you want to analyze. Each report provides a structured dataset relevant to that category.

Applying Filters

Once a report is opened, filters can be applied to refine the data. These filters allow you to tailor results based on specific conditions such as date ranges, drivers, assets, or other parameters.

Configuring Table View

Customizing Columns
Users can modify the table view by adding or removing columns to display only the most relevant data.

Applying Conditions
Filters can be enhanced using conditions such as:

• Greater than

• Less than

• Equal to

These conditions help refine metrics like distance, time, and other performance indicators.

Scheduling Reports

Email Delivery Setup

Reports can be scheduled for automatic delivery via email. To configure scheduling:

• Navigate to the options menu on the report

• Select the scheduling option

• Set the desired frequency (Daily, Monthly, or Quarterly)

• Add recipients for report delivery

This ensures stakeholders receive reports automatically without manual intervention.

Editing Existing Reports

From the options menu, users can:

• Edit report configurations

• Modify filters and columns

• Adjust scheduling settings

• Email reports on demand

Creating a New Custom Report

Report Selection Process

To create a custom report:

• Click on the Reports option

• Select a category such as Maps, Assets, Safety, Work, Fuel, or Maintenance

• Review available data fields and report structure

Report Configuration Setup

Selecting Data Points
Define the data to be included in the report by selecting relevant entities such as assets, groups, or drivers.

Setting Date Range

Choose a default date range such as:

• Today

• Yesterday

• Last Week

• Last Month

• Custom Range

Customizing Columns and Filters

Add or remove columns and apply filters to tailor the report to specific operational needs.

Replicating Existing Reports

Users can replicate elements from existing reports and modify them to create new customized versions.

Sharing and Access Control

Sharing Options

Reports can be shared based on access requirements:

• Everyone

• Selected Users

• Only Me

This ensures proper visibility and control over report access.

Managing Saved Reports

Report Management Actions

Users can manage saved reports through the options menu:

• Download reports in XLS or CSV format

• Edit report configuration

• Update scheduling settings

• Share reports with additional users

Viewing and Modifying Reports

Saved reports can be opened and modified at any time. Users can:

• Adjust date ranges

• Apply additional filters

• Refine data views

This flexibility allows continuous optimization of reporting based on changing business needs.

Summary

The Reports module in zenduONE provides a comprehensive and flexible way to analyze data through pre-built and custom reports. With features like filtering, scheduling, and customization, users can efficiently generate insights and streamline reporting workflows.