How to Create, Download, and Automate Reports in PosiTrace?

This guide walks you through the process of generating, exporting, and scheduling automatic reports within the PosiTrace platform to make your reporting process faster and more reliable.

1. Accessing the Report Generator

To begin analyzing your fleet data:

1. Click on the Reports menu.

2. A list will appear showing the different report types available.

3. Click on any report to enter the Report Generator.

Note: On the left side, you will see the filters for your selected report. If you collapse that panel, you will gain access to all available report types, allowing you to switch between them and compare data easily.

2. Customizing and Filtering

Once you have selected a report type, use the filters on the left panel to customize the data:

• Account: Filter by one or multiple accounts.

• Assets: Select specific equipment groups or individual units.

• Date Range: Choose a specific date range or a preset time period.

• Specific Filters: Adjust other parameters depending on the specific report type.

You can also select the Export Format in which you want to generate the file before running the report.

3. Recent Queries and Status

At the bottom of the page, you will see the Recent Queries table. This helps you track report activity and includes:

• Creation date.

• Date range covered.

• Filters used.

• The team member who generated it.

• Current Status: Processing or Ready.

4. Viewing and Downloading

On the right side of the screen, you will find controls to interact with your generated report:

• View on Screen: For a quick review of the data within the browser.

• Download: To save the report in your previously selected format.

• Schedule: To set up automatic generation.

5. Automating Reports

Every report type on the platform can be generated manually or scheduled for automation. To automate a report:

1. Click on the Calendar icon (Schedule).

2. A Scheduling Form will appear.

3. Configure the following parameters:

   • Edit report parameters if needed.

   • Select the time of day.

   • Choose the frequency (how often it runs).

   • Add recipients (email addresses).

   • Choose the export format.

4. Save the configuration.

Managing Scheduled Reports

Once saved, the report will appear in the Report Schedule table on the right. This section displays:

• Schedule details.

• Next delivery date.

You also have controls to manage these automations:

• Edit: Modify settings.

• Generate Immediately: Run the report right now.

• Send by Email: Manually trigger an email send.

• Copy: Duplicate the setup to reuse it with minor changes.