Reports

The Reports module enables users to create, schedule, export, and download reports.

Create a Report #

You can create a one-time report or schedule reports on drivers or assets at set intervals.

1. From the left navigation pane, click Reports . The Reports page is displayed.
   
2. On the required report category, click the Dropdown arrow . The report template available is displayed.
3. Click Add . The report type options are displayed.
4. Click Schedule a report or Create one-time. The report details page is displayed.

Available reports

Report Categories	Report templates	Purpose
Activity	Activity report	Driver activities: driving and standstill
Activity & journey
Asset & Utilization
Border crossing	Border crossing report	Border crossing time and time spent in a country
Compliance
Consumption	Consumption report	Average fuel consumption
Distance	Distance report	Distance travelled per kilometre
Fuel & Energy	ECO report	Driver performance analysis based on KPIs, such as harsh braking and harsh acceleration
Tacho	Tacho report	Data recorded by tachograph for activities, such as driving time, rest period, and break

Schedule a Report #

You can schedule recurring reports at specific intervals to automate the report generation process.

1. On the required report template, click Add . The report type options are displayed.
2. Click Schedule a report. The specific schedule report page is displayed.
3. Enter the required information in What is the report about, Send options, and Specific Report options sections.
4. Click Schedule <report name> report. The schedule report is created and displayed on the Scheduled reports page.

What is the report about #

In the Report options section, you can enter the general information about the report.

1. In the Report options section, enter a name in the Report name box and select the Driver or Asset option.
2. In the Select drivers section, select the required drivers from the list, and then click Continue. The Send options section becomes available.

Send Options #

Set your preferences for how and when to receive reports.

1. In the Add recipient section, enter the required information in the E-mail address, E-mail subject, and E-mail message boxes.
   
   

   NOTE:

   • E-mail address and E-mail subject are mandatory fields. The information is automatically filled in the E-mail subject box, after you enter the report name in the Report options section.
   • To add multiple email addresses, in the E-mail address box, enter a semicolon (;) in between addresses.
   
2. In the E-mail frequency section, select the Daily, Weekly, or Monthly tab based on the preferred interval for generating reports.
3. In the Reporting schedule section, select the date range, and then click Continue. The specific Report options section becomes available.
   

   NOTE:

   For date range, you can select the start date from the following day (mandatory field).

Specific Report options #

Set additional report-specific options: select the report format type, specify pagination (new page per driver/asset), and select the preferred period for report summary generation.

1. In the Report format section, select the PDF or Excel option.
2. For PDF format, select the optional New page per driver checkbox to render the information for each driver or asset on a new page.
   

   NOTE:

   If you select Excel format, only the Tabs section is displayed. Click the Tab per driver checkbox to render information of each driver or asset in a new tab.

   
3. In the Summary section, select the required option based on the interval at which the report summary must be generated, and then click Schedule <report name>. The report generation is initiated and displayed on the Scheduled reports page.

Create One-Time Reports #

You can generate One-time reports on an as-needed basis. For regular reports on fixed intervals, you can schedule a report.

1. On the required report template, click Add . The report type options are displayed
2. Click Create one-time. The specific once-off reportpage is displayed.
3. Enter the required information in the What is the report about, Time period, and Specific Report options sections.
4. Click Create <report name>. The once-off report is created and displayed on the One-time reports page.

Time period #

Select the required reporting period. In a once-off report, you can optionally add an email recipient.

Reporting period #

In the Reporting period section, select an option from the list.

Add e-mail recipient #

1. In the Time period section > select the optional Add e-mail recipient checkbox. The email fields become available.
2. In the E-mail address and E-mail subject boxes, enter the email address of the recipients and email subject line respectively.
3. In the E-mail message box, enter the required message, and then click Continue. The email recipient details are saved and the specific Report options section becomes available. For more information, see important notes for adding email recipient information.

Edit a Report #

You can modify the scheduled report sections, such as recipient email information and end date. One-time reports cannot be edited.

1. From the left navigation pane, click Reports . The Reports page is displayed.
2. Click View scheduled. The Scheduled reports page is displayed.
3. From the list, select the report you want to edit, and then click Edit. The specific edit report page is displayed.
   

   NOTE:

   • You can select only one report at a time to edit. If you select more than one report, the edit option is unavailable .
   • To select or unselect all the available reports, select or clear the checkbox in the column header.
4. Modify information in the Recipient and Start and stop sending email sections, and then click Save. The scheduled report information is modified.

View Reports #

After reports are created, you can use the View one-time and View scheduled tabs to view the reports.

From the left navigation pane, click Reports . The Reports page is displayed.

View one-time #

One-time reports are generated to view drivers or assets data on an as-needed basis.

On the Reports page > click View one-time. The One-time reports page is displayed and the reports generated are listed.

View scheduled #

After a report is scheduled, it is automatically generated at a set interval.

On the Reports page > click View scheduled. The Scheduled reports page is displayed and the reports generated are listed.

Available fields

Fields	Description
Report name	Name of the report. NOTE: After a report is created, the name cannot be modified.
Report based on	Reports generated for drivers or assets
E-mail frequency	Reports received over email daily, weekly, or monthly
Scheduled from	Start date for report generation
Scheduled until	End date for report generation
Format	Document type: PDF or Excel
E-mail delivery	Toggle slide on/off to receive report through email. NOTE: This function is only available for Scheduled reports.
Recipient(s)	Recipients who will receive the reports through email

Filter Reports #

Filter the reports as required based on the templates available.

1. On the left navigation pane, click Reports . The Reports page is displayed.
2. Click Filter categories. The Filter category list is displayed.
   
3. Select the required filter checkbox. The results matching the selection criteria are displayed on the Reports page.
   

   NOTE:

   To clear all the filters applied, click Reset.

Search a Report #

You can search a specific one-time or scheduled report.

1. From the left navigation pane > click Reports . The Reports page is displayed.
2. Click the View Scheduled or View One-time tab. The reports page for the selected tab is displayed.
3. Enter a report name in the Search box. The results matching the search criteria are displayed.
   

   NOTE:

   Enter at least three characters to initiate a search operation.

Delete Reports #

You can remove One-time or Scheduled reports from the reports log if you do not need the generated report anymore or stop receiving recurring reports.

1. From the left navigation pane, click Reports . The Reports page is displayed.
2. Click the View scheduled or View One-time tab. The reports page for the selected tab is displayed.
3. Select the reports you want to delete, and then click Delete. The Delete report dialog is displayed.
   

   NOTE:

   You can select multiple reports at a time for deletion. You must select at least one report to enable the delete option.

   
4. Click Yes to confirm the action. The report is removed from the report log.

Export Reports #

Only One-time reports can be exported from the SCALAR platform.

1. From the left navigation pane, click Reports . The Reports page is displayed.
2. Click View one-time. The One-time reports page is displayed.
3. Select the required report to export, and then click Export . The report is exported and saved to the default Downloads folder.
   
   INFORMATION: After a report is exported, you can open it from the default Downloads folder.

PDF report #

The PDF report provides data for all the selected drivers or assets in a tabular form.

Excel report #

The excel report provides data for all the selected drivers or assets in one or separate tabs based on Tab per driver checkbox selection.