Reports & exports
Choose a report template, set dates and vehicles, generate results, export CSV or Excel.
The Reports area runs report templates configured for your organization. You pick a template, set parameters, generate a table, then export.
If Reports is missing from the sidebar or generation fails repeatedly, contact your organization administrator.
Open reports
- Sidebar → Reports.
The layout has a template panel on the left and a results workspace on the right.
Pick a template
- In the list, browse or search templates (search debounces as you type).
- Select a template to open its detail panel.
The detail view shows the template name and description when loaded.
Set parameters and generate
Templates support parameters your organization defined. Common controls include:
- Start date and End date — Initial values respect the template’s allowed maximum range (the product picks a safe default window).
- Vehicles — Multi-select when the template supports filtering by vehicle.
Use the Generate action in the detail panel to fetch data. While generation runs, the results area shows a loading state.
Read results
After a successful run, the right-hand pane shows a paginated table with columns defined by the template. If nothing appears:
- Confirm you generated after selecting dates/vehicles.
- Retry generation; if errors persist, contact your organization administrator.
Export
When a result set exists:
- Export Excel — Downloads a spreadsheet file.
- Export CSV — Downloads comma-separated values.
Exports use the template’s code in the file name when available.
Troubleshooting
- No templates: Your organization may not have published templates yet—ask an administrator.
- Parameter validation errors: Narrow the date range or adjust vehicle selection per on-screen hints.
- Access errors: Your role may not include report generation—escalate.
Related
- Audit logs — For traceability of changes in the console.
- Organization & group context