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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 Select Data Source

              2.1.1 Load Report

              2.1.2 Load Trend 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.
      To download the data using the API link, ensure your API access is enabled by the administrator in the company preference section.

      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 Reporting > Create Advance Report to create an Advanced Report

      Step 1:- Select Data Source

      Step 2:- Apply Filters.

      Select Data Source

      There are two types of Data Source.

      1) Load Report.

      2) Load Trend Report.

      Load Report

      Workflow:- Please follow the attached link on how to create Advance Report using Data Source as Load Report (Advance Report- 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 attached link on how to create Advance Report using Data Source as Load Trend Report (Advance Report- 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