Reports

Create, schedule, and manage fleet reports in Navixy. Learn report types, report settings, and how to interpret report data.

Navixy offers a powerful reporting feature that allows you to generate detailed reports on various aspects of your fleet's operations. This guide will walk you through the steps of creating, scheduling, and managing reports using the Navixy platform, ensuring you can easily access and analyze the data you need.

Reports module

How to create a report

A report is a custom-generated document that provides detailed insights into specific aspects of your fleet's operations, such as vehicle activity, fuel consumption, or driver behavior, based on selected criteria and time frames.

Report creation dialogue

Follow these steps to generate a single report:

1

Choose report type

The Available reports panel contains various report types grouped by categories such as Activity, Landmarks, Safety and Security, Transport usage, Driving quality, Device status, Connected devices, and Business. Click the report you want to generate it.

2

Select the objects

After choosing the report type, select the objects (vehicles, drivers, etc.) for which the report will be generated. Use the Objects panel to check the appropriate boxes.

3

Customize report settings

In the rightmost panel, enter the title for the report and select the date range. You can also choose specific control days and time and decide whether to include summaries or advanced settings, such as dividing by stops, showing stop duration and coordinates, grouping by driver, and using the smart filter. For more information about these options, see Understanding reports.

4

Build the report

Once all settings are configured, click Create report. The report will be generated and added to the top of the Generated reports list for immediate access.

Depending on the number of objects you selected and the actions performed during the period, the report may take some time to generate.

How to create scheduled reports

Scheduled reports are automated reports generated at predefined intervals, such as daily, weekly, or monthly, allowing you to regularly receive insights on your fleet's operations without manual intervention. Follow these steps to schedule a report:

1

Access scheduled reports

In the Reports module, navigate to the Scheduled reports tab. This section allows you to automate the generation of reports based on a set schedule.

2

Add a new scheduled report

Click + next to the Scheduled reports title.

3

Configure schedule parameters

Select report type and objects and set schedule parameters such as days of week, time of delivery, and interval (e.g., every week, every month). You can also opt to send the reports directly to specified email addresses.

4

Save the report

After configuring all settings, click Create. The scheduled report will now be automatically generated according to the specified parameters and can be accessed or modified in the Scheduled reports section.

How to manage reports

The following options are available in the report interface after opening it:

• Download reports: To download a report, select it from the list and choose . You can save the report in XLSX or PDF.

• Print reports: If you need a hard copy of a report, you can print it directly from the browser without downloading it by clicking .

• Delete reports: To remove a report that is no longer needed, select it from the list and click . Confirm the deletion when prompted.

See also

• Report types

• How to read and understand reports

• Specific report details