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Reports

Pick organization report templates, generate tabular results, and export CSV or Excel.

Purpose

The Reports workspace loads templates from api.OrgReports.templates, hydrates template definitions with api.OrgReports.template, and runs generations server-side before displaying grids with optional CSV/HTML Excel exports.

Who uses it

Operations analysts and administrators extracting fleet metrics.

Prerequisites

Route protection (route-permissions) expects at least one of:

  • distance_report
  • speed_vs_distance_report
  • travel_summary_report

Plus configuration-view capabilities tied to organization configuration (view_organization_configuration, view_configuration) as configured for /dashboard/reports.

Sidebar → Reports (/dashboard/reports).

Step-by-step

  1. Wait for the template list — search debounces as you type.
  2. Select a template — the detail panel loads schema and parameter hints.
  3. Choose parameters or filters as the template requires (UI varies per template).
  4. Run Generate — results populate the preview grid when the API succeeds.
  5. Use Export CSV or Export Excel when enabled for downloaded artifacts.

Expected results

  • Columns reflect ReportDataColumn definitions from the API.
  • Export downloads include generated rows only — empty states prompt you to run generation first.

Troubleshooting

  • Templates fail to load: Retry; verify network and permissions.
  • Generate errors: Confirm parameters meet validation rules displayed inline.
  • Audit logs — administrative change history (separate from analytical reports).

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