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. Click the required report category to view the available report templates. In this example, the Alarm report category is selected.
   
3. Hover over the required card to view Create report, and then click it. The report template is displayed.
   
4. Do one of the following:
   • Select One time to generate a one-time (ad hoc) report
   • Select Schedule to set the schedule for periodic report generation
     For more information, see Schedule a report and Create one-time.

Report Categories #

You can generate a scheduled or one-time report based on the available templates created under each report category.

• Activity
• Alarm
• Border crossing
• Consumption
• Distance
• ECO
• Tacho

Schedule a Report #

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

1. On the report category page, select the required card. The report template page is displayed.
2. Enter the required information in What is the report about, Send options, and Specific report options sections.
3. 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 general information about the report.

1. in the Report duration section, select Schedule.
2. In the Report options section, enter a name in the Report name box, and then select the Driver or Asset option, depending on whether you require a driver-specific or asset-specific report to be generated.
3. In the Select drivers section, select the required drivers from the list, and then click Continue. The Time period section becomes available.

Send Options #

In the Send options section, you can specify the e-mail recipients, subject line, and compose the message. You can set the frequency for report generation: daily, weekly, and monthly.

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 e-mail addresses, in the E-mail address box, enter a semicolon (;) in between e-mail 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:

When selecting the date range, the start date must be later than the current date.

Specific Report Options #

Set additional report-specific options: select the report format type and specify pagination (new tab per driver or asset (specific to Excel format)).

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

   
   NOTE:
   

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

   
   

   
   
3. 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. In this example, the Once-off Alarm Report is selected.

1. Enter required information in the What is the report about, Time period, and Specific Report options sections.
2. Click Create <report name> report. 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 e-mail recipient.

Reporting period #

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

Add e-mail recipient #

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

Edit a Report #

You can modify the scheduled report sections, such as recipient e-mail 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 to be edited. 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.
4. Modify information in the Recipient and Start and stop sending e-mail 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 columns

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 e-mail daily, weekly, or monthly
Start date	Start date for report generation
End date	End date for report generation
Report status	Status of the report: active or inactive
Recipient(s)	E-mail address of the recipient to whom the report will be e-mailed
Created date	Date stamp of when the report was or will be generated

Filter Scheduled 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 the View scheduled tab, and then click Filters. The Filter pane is displayed.
   
3. Select the required options. The results matching the selection criteria are displayed on the Reports page.
   
   
   

   
   NOTE: To clear all the filters applied, click Reset all.

Filter One-time Reports #

You can filter one-time reports based on driver or asset or format (PDF or Excel).

1. On the left navigation pane, click Reports . The Reports page is displayed.
2. Click the View one-time tab. The One-time reports page is displayed.
3. To view asset or driver-specific reports, click Driver/Asset, and then select the required checkbox to apply the filter criteria.
   
4. To view reports based on the format, click Format, and then select the required checkbox to apply the filter criteria.
   

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.

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.
This is a representative image of the details page of an asset-specific alarm report.

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.

Search Reports by Tags #

To enable ease in searching and locating a report, you can search a report by its tag. This image shows the various tags assigned to the reports.

On the Reports page, in the Search box, enter the tag name, for example, ‘Asset’. All the reports tagged as Assets are displayed as cards.

Delete Reports #

You can remove one-time or scheduled reports from the reports log if you do not need the generated report 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 report to be deleted. The report page is displayed.
4. Click Delete. The Delete report dialog is displayed. To confirm the action, click Yes, delete. The report is deleted.
5. Click Yes to confirm the action. The report is removed from the report log.