Reports
The Reports feature allows you to generate detailed reports on fleet operations, export data for analysis, and schedule automated report delivery.
Navigation
Access Reports from Dashboard > Analytics > Reports tab.
Available Reports
Ride Reports
| Report | Description |
|---|---|
| Ride Summary | Overview of rides for period |
| Ride Details | Full details of each ride |
| Ride Revenue | Revenue breakdown by ride |
| Ride Duration | Duration analysis |
| Geographic Report | Start/end locations |
Financial Reports
| Report | Description |
|---|---|
| Revenue Summary | Total revenue breakdown |
| Daily Revenue | Day-by-day revenue |
| Payment Report | Payment method analysis |
| Refund Report | Refunds issued |
| Promo Code Report | Promotion usage |
Fleet Reports
| Report | Description |
|---|---|
| Vehicle Status | Current fleet state |
| Utilization Report | Usage by vehicle |
| Maintenance Log | Service history |
| Battery Report | Charge levels and health |
| IoT Status | Device connectivity |
Customer Reports
| Report | Description |
|---|---|
| Customer Summary | Customer base overview |
| New Customers | Acquisition report |
| Customer Activity | Engagement metrics |
| Wallet Report | Wallet balances |
| Loyalty Report | Points and tiers |
Operational Reports
| Report | Description |
|---|---|
| Zone Usage | Zone analytics |
| Compliance Report | Policy adherence |
| Incident Report | Issues and resolutions |
| Staff Activity | Operator actions |
Generating Reports
Quick Reports
Generate instant reports:
- Navigate to Reports
- Select report type
- Choose time period
- Apply filters
- Click Generate
- View or download
Custom Reports
Create tailored reports:
- Click Custom Report
- Select data sources
- Choose fields to include
- Apply grouping/sorting
- Set filters
- Generate or save template
Report Parameters
Common parameters:
| Parameter | Options |
|---|---|
| Date Range | Today, week, month, custom |
| Subaccount | All or specific location |
| Vehicle Type | All or specific model |
| Status | All or specific status |
| Format | CSV, PDF, Excel |
Report Formats
CSV Export
Best for:
- Data analysis
- Import to spreadsheets
- Database loading
- Large datasets
PDF Reports
Best for:
- Sharing with stakeholders
- Printing
- Formal documentation
- Visual reports
Excel Export
Best for:
- Pivot tables
- Charts and graphs
- Multi-sheet reports
- Formula-based analysis
Scheduling Reports
Create Scheduled Report
- Generate report with desired settings
- Click Schedule This Report
- Configure schedule:
- Frequency (daily/weekly/monthly)
- Day and time
- Recipients
- Save schedule
Schedule Settings
| Setting | Options |
|---|---|
| Frequency | Daily, Weekly, Monthly |
| Day | Specific day of week/month |
| Time | Hour to generate |
| Format | CSV, PDF, Excel |
| Recipients | Email addresses |
Managing Schedules
View and manage scheduled reports:
- See all active schedules
- Edit schedule settings
- Pause/resume delivery
- Delete schedules
Example Schedules
Daily Operations:
- Ride summary
- Every morning at 7 AM
- To: operations team
Weekly Management:
- Revenue and fleet report
- Every Monday at 9 AM
- To: management team
Monthly Finance:
- Full financial report
- 1st of each month
- To: finance team
Report Templates
Saving Templates
Save report configurations:
- Configure report settings
- Click Save as Template
- Name the template
- Template available in list
Using Templates
Generate from saved template:
- Select template
- Adjust date range if needed
- Generate report
Sharing Templates
Share templates with team:
- Team-wide templates
- Personal templates
- Export/import templates
Data Fields
Ride Data Fields
| Field | Description |
|---|---|
| ride_id | Unique ride identifier |
| start_time | Ride start timestamp |
| end_time | Ride end timestamp |
| duration | Duration in minutes |
| distance | Distance in km |
| fare | Total charge |
| vehicle_id | Vehicle used |
| customer_id | Customer who rode |
Financial Fields
| Field | Description |
|---|---|
| revenue | Total revenue |
| unlock_fee | Unlock fee charged |
| time_charge | Per-minute charges |
| distance_charge | Per-km charges |
| promo_discount | Discounts applied |
| net_revenue | After discounts |
Vehicle Fields
| Field | Description |
|---|---|
| vehicle_number | Vehicle identifier |
| model | Vehicle model |
| status | Current status |
| battery | Battery percentage |
| last_ride | Last ride timestamp |
| total_rides | Lifetime rides |
Filtering Reports
Basic Filters
Apply simple filters:
- Date range
- Status
- Location
- Vehicle type
Advanced Filters
Create complex filters:
WHERE revenue > 5
AND duration < 60
AND start_zone = 'Downtown'
Filter Combinations
Combine multiple conditions:
- AND: All conditions must match
- OR: Any condition matches
- NOT: Exclude matching
Aggregations
Summary Calculations
Available aggregations:
| Function | Description |
|---|---|
| SUM | Total of values |
| AVG | Average |
| COUNT | Number of items |
| MIN | Minimum value |
| MAX | Maximum value |
Grouping
Group data by:
- Date (day/week/month)
- Vehicle
- Customer
- Zone
- Model
Example Aggregations
Revenue by Day:
GROUP BY date
SUM(revenue)
Rides by Model:
GROUP BY vehicle_model
COUNT(ride_id)
AVG(duration)
Report Delivery
Email Delivery
Scheduled reports delivered via email:
- PDF attachment
- CSV attachment
- Direct download link
- In-line summary
Dashboard Access
View generated reports:
- Recent reports list
- Download history
- Regenerate option
API Access
Programmatic report access:
- Report generation endpoint
- Download endpoint
- Status checking
Data Retention
Report History
Reports are retained for:
- Generated reports: 90 days
- Scheduled reports: 30 days
- Download links: 7 days
Data Export
For long-term storage:
- Generate report
- Download immediately
- Store in your systems
Best Practices
Report Design
- Include only needed fields
- Use appropriate aggregations
- Choose right time granularity
- Name reports clearly
Performance
- Filter data before export
- Use date ranges appropriately
- Avoid overly complex reports
- Schedule during off-peak
Security
- Limit report access
- Redact sensitive data
- Review recipient lists
- Monitor report usage
Troubleshooting
Report Not Generating
- Check date range has data
- Verify filter selections
- Try smaller date range
- Check system status
Wrong Data
- Verify filters are correct
- Check time zone settings
- Review data source
- Compare with dashboard
Scheduled Report Not Received
- Check recipient email
- Verify schedule is active
- Check spam folder
- Review delivery logs
Need Help?
For reporting assistance, contact support@levyelectric.com.
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