Skip to main content
Sign in

Reports

Marisa Potgieter
  • Updated

FCPlus Reports module manual

FCPlus Reports module

The Reports module allows you to generate detailed charts of information on your vehicles and organization.There are some types of reports (for example, daily reports and period reports) where the fields displayed may be customized by the user. You can have reports periodically sent on your e-mail without you logging into FCPlus.The reports may be exported and further edited outside FCPlus platform. 

The primary purpose of the Reports module is to:

  • Have reports on various operations of an organization and vehicle.
  • Reports simplify the record-keeping of trips that is mandatory for taxation requirements.

Reports module: The main view

The Reports module's main screen consists of two sections:

  1. The " Report Parameters Panel " on the left-hand side, and
  2. The "Reports Details" on the right-hand side.

The Report Parameters Panel lets you choose the type date and the vehicles for a particular report. The Reports details display the enhanced information of the selected reports from the reports parameter Panel.

The Report panel

The left-hand side screen/panel in the Reports screen displays many parameters to choose from.

The Reports Parameter Panel includes:

  • Type: You can select various types of reports from the drop-down menu.

Note: You can only choose the reports enabled for your organization, and your role must have this permission for a specific report. The organization could have many reports, but the user may not have permission to see some reports.

  • Period: You can choose the period from the calendar icons to generate the reports or the period or select a system defined period as:

  • Today: You can select a type of Report for the same day.

  • Yesterday: You can choose a type of Report for the previous day.
  • This week: You can choose a report for the same week.
  • Previous Week: You can choose a report for the last week.
  • This month: You can choose a report for the same month.
  • Previous Month: You can choose a report for the last month.

  • From previous month: You can choose a report start day from the last month.

  • Vehicle: You can choose the vehicle, adding a tick in front of it to generate a report related to a vehicle.

The Report details

Every Reports detail on the right-hand side displays different columns of the selected Report.

Add column to report

Since every company has different requirements of what kind of data should be displayed in reports, users can configure the layout of reports accordingly.

Configurable reports include:

  • Day report
  • Period report
  • Equipment report (has to be enabled by FCPlus Support)
  • Shifts report (has to be helped by FCPlus Support)

You can add additional columns to the reports from the Settings Module.

Follow the steps below to add the additional columns to any Report:

  1. First, log in to FCPlus Customer account.
  2. Select the Settings module from the top.
  3. Click on the Reports tab under the settings module.
  4. Click on the Reports Columns Setting under the reports Tab.
  5. Select from the Day Report or Period Report.
  6. Select a Report State from the drop-down menu.
  7. If the Day Report is chosen, optionally select the check box next to Group Drivers Into One Row to collapse driver rows into one vehicle row per day.
  8. Search and click the Checkboxes next to the Field Name(s) to include them in the Report using the three filters.
  9. Click the Save button on the bottom.

Running a report

The Reports module's main screen consists of two sections:

  1. The " Report Parameters Panel " on the left-hand side, and
  2. The "Reports Details" on the right-hand side

You can run the report from the Report Parameters Panel and view the details of the reports in the reports details screen on the right-hand side.

Follow the steps below to run a report from the Reports module:

  1. Log in to FCPlus.
  2. Open the "Reports module "on the top.
  3. Choose the Report Type drop-down arrow from the Report parameter panel and select one of the available reports.
  4. Choose the desired Time Range, or
  5. Alternatively, choose from any of the pre-defined periods.
  6. To include Groups in the report, click the Filter by group drop-down arrow and select the Group Type.
  7. Search and click the CheckBoxes next to the vehicle Description(s) to include specific vehicles in the  report.
  8. Click the Create Report button on the bottom.

Note: If a user chooses one of the pre-determined periods ("Today", "Yesterday", "This week", etc.), the report will be generated automatically.

Configure automatic reports

You might need some information on your vehicles regularly.

An alternative to logging in to FCPlus application and manually running a report is to configure automatic reports.

Automatic Reports can be e-mailed to a user on a pre-determined frequency (daily, weekly, or monthly).

image

Please follow the steps below to configure Automatic Report Settings:

  1. Log in to FC Plus
  2. Click the Settings module.
  3. Click the Reports under it.
  4. Click the Automatic Report Tab.
  5. Click the Add New button in the Automatic Report Tab.
  6. A form will be enabled on the right-hand side
  7. From the Send to drop-down menu, select a user e-mail address/role to send the reports.
  8. From the Report Type drop-down arrow, select a report type.
  9. From the Interval drop-down arrow, select either daily, weekly or monthly.
  10. From the Sending Day drop-down arrow, select the report to be sent on a specific weekday or a day of the month.
  11. From the Generating time, update the generating time of the report, as necessary.
  12. Choose from the Format drop-down arrow from the report in PDF, HTML, Excel, or CSV format.
  13. Select the name of the report as desired from the Name drop-down menu.
  14. From the Vehicles drop-down arrow, choose which vehicle to include in the report. Reports can be generated for all vehicles, vehicles by groups or individual vehicles from the list.
  15. Click the Save button on the bottom.

Private report

Besides the default settings, you can create additional views of the same (default) report. You can set the report to be Private/Personal so that only the creator can see it. Public reports are the reports that are visible to other organization members. Private reports will be available in the Report Type drop-down menu for the particular user.

Follow the steps below to Create a New Private Report:

  1. Log in to FC Plus
  2. Click the Settings module on the top
  3. Click the Reports tab under the Settings module
  4. Click the Report Column Settings tab under the Reports tab.
  5. Select, for example, Day Report or Period Report.
  6. Select a Report State from the drop-down menu.
  7. If the Day Report is chosen, optionally select the check box next to Group Drivers Into One Row to collapse driver rows into one vehicle row per day.
  8. Click the Save as New Report button.
  9. A new pop up window will be displayed.
  10. Enter a Report description: Name of the report.
  11. Check the box next to Private to make this report private.
  12. Click the Save button on the bottom.

Stops with equipment report

This report shows all stops of the their vehicles between trip and whether any mounted equipment (if present) was used during those stops. 

You can include or exclude Equipment usage from the report by clicking on the checkbox "Show equipment statistics".

Please make sure that you added Equipment usage columns via Settings → Reports → Report column settings.

Related articles

Powered by Zendesk