Roles: Administrator & Employee | Interface: Web
You can create a new template for the Heavy Equipment Utilization report. Follow these steps to set up a customized report template for your needs.
Instructions:
- Click on the "Reports" from the ON!Track web dashboard.
- To add or create a report template, click the "+" sign in the Templates tab.
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In the first section, "Enter Details," fill in the required fields, including template name, file format (Excel, PDF, or both), and a description. Then click "Next".
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Please note :
- You can select both Excel and PDF formats for the report.
- PDF reports are limited to a maximum of 10 columns.
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Please note :
- In the next tab "Select filters"--> date range filters, select the duration (Last or next number of days (+current day), Last or current or next full month, Fixed date range)
- For this example, a fixed date range is selected, enter the required start and end dates, and then click "Next."
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In the next tab, "Select columns", Select the columns to include in the report and click "Next."
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Please note:
- PDF reports are limited to a maximum of 10 columns.
- For Excel reports, you can select any number of columns.
- Adjust the column order or add/remove columns as needed.
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Please note:
- In the next tab, "Select grouping"--> Grouping, - Choose the data to include, set the grouping sequence (e.g. Group information by, then by), and specify the order (ascending or descending) and click "Next.".
- In the next tab, "Schedule & share", You can schedule the report generation, choose email recipients, and include any message for them.
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- If you select a fixed date range, the filter will not be tied to the report generation date and will remain constant. To modify it, return to step 2 and make the necessary changes.
- If you select a fixed date range, the filter will not be tied to the report generation date and will remain constant. To modify it, return to step 2 and make the necessary changes.
- To schedule and share the report, select "Yes" for scheduling report generation, specify the recurrence frequency, add email recipients, include a message for them, and then click "Complete."
- The report template has been created and can now be viewed in the template list.
If you want to learn more about heavy equipment utilization report and services report templates, please check: What are heavy equipment utilization report and services report templates?