Trip Overview

Ron de Vries
Ron de Vries Community manager
  • Updated

In this article we want to show you how you can edit your trip overview to your own preferences. In the recording below you will see a few possibilities with the settings. Beside this you can also plan reports from your adapted overview.

dynamic trip overview

Sort by groupings

  1. Navigate to Production on the left in the menu
  2. Click Trips
  3. Click in filter overview gear icon:
    Tandwiel icoon

With these groupings you can choose how the trip overview is sorted per group. You can set three different groupings: Date, Driver and Administration. 

For example you can use this function when you want to sort which driver used which vehicle and which route has been taken with this vehicle. 

If you want to use this example for your overview add all three groupings in the following order: Date, Driver and Administration. When you add all of these groupings click OK.

Tip: If you want your standard overview back you can simply use the button Default. 

Dynamic overview at trip page

  1. Navigate to Production on the left in the menu
  2. Click Trips
  3. Click in filter overview gear icon:
    Tandwiel.png

Within the column settings you can choose which column you want to hide and which you want to see in your trip overview. You can use the check boxes to set the columns. 

Set order of columns 

The order of columns can also be chosen by your own preference. You can switch the columns in the right order by dragging the icon (with three horizontal lines) to the correct place. Click Ok to adjust.

Export trip overview 

When you have set the overview to your own preference you have the possibility to download a report. You can download two kinds of file types: PDF or CSV and export the overview data by using next button: 

Export_button.png

If you need a report instantly you can choose option: Download as PDF or Download as CSV. 

Beside those options you also got the choice to receive a report periodic. Click Plan report.

Follow next settings: 

General

Mode: E-mail (planned
Employee of your choice:  
E-mail: E-mailadres of chosen employee


Settings

File type: Choose PDF or CSV
Period: Over which period you want to receive a report

Schedule

Starting date:  From this date on you receive a report 
Time: Time of day you receive the report
Interval: Number of times you receive the report per period
Interval mode: Length of time between reports (Day/Week/Month)
Tip: View articles Set up scheduled report and Stop scheduled report

We love your feedback

Do you have feedback about the new functionalities? Suggestions, tips, special requests on this or other functionalities? You can inform us via the Feedback form.

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