Advanced Reports
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      Advanced Reports

      This article summarizes how to create Advanced Reports in LoadOps

       

      In this article

      1. Overview

      2. Create Advanced Report

          2.1 Data Source

              2.1.1 Load Report

              2.1.2 Load Trend Report

              2.1.3 IFTA Report

              2.1.4 Driver Time Off Report

      Overview

      The export data wizard can be used to Download raw data or report data for further analysis. You can also access the same data using an API link which can be integrated with analytical tools like Power BI and Tableau.

      Accessing data using API links enables you to access a more detailed level of data compared to the Excel download option.

       Create Advanced Reports

      Please go to Reports > Basic Reports > Create Advance Report to create an Advanced Report

      Step 1:- Select Data Source

      Step 2:- Apply Filters.

      Select Data Source

      There are four types of Data Sources.

      1) Load Report.

      2) Load Trend Report.

      3)IFTA Report

      4)Driver Time Off Report

      Load Report

      Workflow:- Please follow the below guide on how to create Advance Report using Data Source as Load Report

      If you select the Data Source as Load Report, under the Filters section, you need to choose the type of Loads and the Report Criteria.

      Image 1

      Report Criteria includes 

          Period

          Schedule Type (Appointment or Actual)

          Date Type (Trip Start Date or Trip End Date)

          Driver

          Customer

          Tractor

          Trailer

       

      Image 2

      Click "Copy API Link" to copy the API link to Clipboard! and click "Download" to download the Advanced Report

      Load Trend Report

      Workflow: Please follow the below guide on how to create Advance Report using Data Source as Load Trend Report

      If you select the Data Source as Load Trend Report as Data Source, under the Filters section, you need to select 

      (i) Type (Monthly or Weekly)

      (ii) Entity (Driver, Customer, Tractor, Trailer)

      (iii) Period (Last 1 Year, Last 2 Years, Whole Period)

      (iv) Schedule Type (Appointment or Actual)

      (v) Date Type (Trip Start Date or Trip End Date)

      Image 3

      Click "Copy API Link" to copy the API link to Clipboard! and click "Download" to download the Advanced Report

      IFTA Report

      Workflow: Please follow the below guide on how to generate IFTA Reports

      Select the Data Source as IFTA Report, and select the required quarter in the Period filter, optionally, you can select the tractor id and click Download as shown below to generate the IFTA Report.

      Driver Time Off Report

      Workflow: Please follow the below guide on how to generate Driver Time Off Report

      Select the Data Source as Driver Time Off Report, and in the filters section, select the Time-Off Date, Driver, and Status, and click Download as shown below to generate Driver Time Off Report