Reports
Reports overview: display available reports, enter parameters and generate reports as PDF.
The Reports page is the central place to select the reports available in X4fleet, provide them with parameters and generate them as a printable PDF. It is aimed at dispatchers, clerks and viewers who have been assigned the corresponding permissions to view reports. Via this page you can create, for example, tour lists, delivery notes, shipment overviews, container labels as well as various key figure reports (KPI).
1. Navigation
The reports page is accessible via the main menu under Reports › Reports.
2. Report Catalog
The report catalog lists all reports available for the current group. The reports are grouped by report type and displayed as clickable buttons.
System Reports and Own Reports
The catalog distinguishes between two types of reports:
| Type | Display | Description |
|---|---|---|
| System report | Button with globe icon | Globally provided standard report that is available for all groups |
| Own report | Highlighted button with document icon | Report created individually for the tenant |
Note: System reports are hidden by default in subgroups. They can only be shown if this is explicitly enabled in the report settings for subgroups.
Available Report Types
Depending on the enabled modules and configuration, the following report types are available, among others:
- Tour lists and weekly pre-combined tours
- Delivery notes (in various variants) and container labels
- Shipment view, shipment lists and transport point reports
- Key figure reports (KPI) on tours, vehicles, drivers, quality, position and resource planning
- Barcode history, driver tour tasks and orders with route split
- Standing orders and pickup/quantity reports
If the trading, invoicing, quotation or loading unit module is active, the associated report types are additionally displayed.
3. Group Selection and Refresh
Via the group or company selection you define for which group the report catalog is displayed. The selection is controlled by the global group toggle: if you change the active group, the report catalog reloads automatically and displays the reports available for the new group.
With the Refresh icon (arrow icon) you can manually reload the catalog at any time. During the loading process the page is briefly locked; afterwards the reports are displayed anew.
4. Run Report (Enter Parameters and Generate)
Clicking a report button opens a dialog in which you define the parameters for the selected report.
- Click the desired report in the report catalog.
- Enter the required parameters in the dialog (see below).
- Click «Display».
- The generated report opens as a PDF in a new browser tab and is ready for viewing or download.
Available Parameters
Which parameters are offered depends on the respective report type. The following inputs are frequently available:
| Parameter | Description |
|---|---|
| Date range | Period (from/to) to which the report refers |
| Calendar week | Week number (for week-related reports) |
| Tour status | Multiple selection of the simplified tour status |
| Tours | Selection of specific tours |
| Drivers | Selection of specific drivers |
| Vehicles | Selection of specific vehicles |
| Points (POI) | Selection of specific locations / points of interest |
| Standing orders | Selection of specific standing orders |
| Articles | Selection of specific products / articles |
For the selection fields for tours, drivers, vehicles, points, standing orders and articles, the suggestions are restricted to match the chosen date range.
Tip: Via the options «Include all tours» or «Include all active standing orders», the targeted individual selection can be skipped. If one of these options is enabled, the associated selection field is deactivated and the report automatically takes all relevant entries into account.
5. Location Filter (Points) in the Report Dialog
Within the parameter dialog, an additional filter is available at the selection field for points (POI), with which the suggestions can be narrowed down by location type and location kind.
- In the report dialog, click the filter icon next to the points field.
- In the filter window, select the desired location types and kinds.
- Apply the selection.
If a filter is active, the filter icon is highlighted in color (red). The suggestions in the points selection field then only take the chosen types and kinds into account.
6. Edit Report Directly (Administrators Only)
Administrators can open a report for editing directly from the catalog, without going through the parameter dialog. To do this, a modifier key is held down when clicking a report button:
| Key combination | Action |
|---|---|
| Ctrl + Alt + Click | Opens the report's layout designer in a new tab |
| Shift + Click | Loads directly into the report's layout editing |
| Alt + Click | Opens the quick edit form for the report data |
| Click (without modifier key) | Opens the parameter dialog (default behavior, see Section 4) |
In the quick edit form, metadata of the report can be adjusted, for example translations for the location notes as well as email recipients.
Note: These functions are available exclusively to users with administrator permission. You can find a detailed description of report management under Manage Reports.
7. Notes
- Which reports appear in the catalog depends on the enabled modules, the selected group and your permissions.
- Generated reports open in a new browser tab. Make sure that your browser allows pop-ups for X4fleet.
- The creation and design of new report templates is not done on this page, but under Manage Reports (administrators only).