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Create a Report

The Reports section allows you to generate customised report templates based on the available asset data. Follow the steps below to create a report:

1. Go to Reports

Navigate to the Reports tab from the left-side menu. Here, you will see the Report Template List. If no reports exist, the list will be empty.

Reports tab showing an empty Report Template List

2. Create a New Template

Click on the New template button (green button on the top-right).

Create Report form where you enter the report details

3. Fill Report Details

A Create Report form will open. Enter the following:

  • Name – Provide a suitable name for your report (e.g., Daily Report).
  • Asset Profile – Select the appropriate asset profile from the dropdown.
  • Description – Optionally, add a description for your report.
Filling report name and selecting asset profile

4. Select Fields

On the right side, you will see the list of available fields based on the selected asset profile.

  • Use the checkboxes to select the fields you want to include in your report.
  • You can select a few specific fields (e.g., BMS State, Latitude, Longitude) or choose all available fields.
Example of selecting both BMS and IoT fields for the report

5. Save the Report

Once you’ve selected the fields, click Create.
A success message will confirm that your report template has been created.

Report created successfully and listed in Report Template List

6. View or Manage Reports

  • The new report will now appear in the Report Template List.
  • Click on a report to view its details such as name, type, created by, created date, and selected fields.
  • You can also use the three-dot menu to Copy and Create, Edit, or Delete a report.
Viewing the details of the created report template
Options available to manage a report template

Your report is now ready, and you can reuse or edit it as needed for your data analysis.