To run a report in either the Synovia Reports or TAA Reports (available only if your organization has the Time and Attendance [TAA] module) general category, follow these steps:
Note: For details on the features of the Reports screen, go to Navigating the Reports Screen.
Be aware that your user role will need to have Can View privileges for each report you want to run. (If you need to be able to run a report you don't have privileges for, contact your organization's CalAmp K-12 administrator.)
- Click
>> Reports.
The Reports screen will appear and list the CalAmp K-12 reports by category on the left, as well as your recently run reports, your favorites, and popular reports. By default, My Recent Reports will be selected.
Note: For details on running one of those reports, you can go to Running a Recent Report, Running a Favorite Report, or Running a Popular Report, although only the starting steps differ.
- In the Synovia Reports or TAA Reports list on the left, scroll down to the type of report you want to run and click it, such as Mileage.
Note: Alternatively, you can search for the report as shown in Searching and Sorting the Reports.
The specific reports available for that report type will appear on the right.
- On the right, click the name of the report you want to run, such as Mileage Details by Vehicle.
The report options will appear.
- If the report requires vehicles to be chosen, you can use the Group/Vehicle Hierarchy tree to select either a vehicle group (or groups) or certain vehicles by expanding their group name and checking those you want.
Note: Alternatively, you can search for an individual vehicle by clicking the Search tab, entering part of the vehicle name, and then selecting it from the drop-down list. You can dismiss selected vehicles by clicking
.
Vehicle search results will show the primary group they're assigned to to the right of their name in brackets. If you're searching for a tier, the route it's part of will be in the brackets (or for a route, the itinerary name).
Note: If you don't specify any groups or vehicles, all the vehicles in your fleet will be included in the report. - To use a common date range, click the Quick Range drop-down arrow and select the time period, such as Last Week.
To use a specific date range, click the From calendar picker and select the beginning of the time period for which you want to run the report; then click the To picker and select the ending of the time period.
- Enter any other necessary parameters for the report.
- Click
at the top right of the screen.
The report results will appear.
By default, the report parameters will be hidden. You can click Report Parameters above the results to display them.
Note: If the report has any child reports, clickable links will appear in blue (such as BB-507 in the preceding figure). Clicking the link will open the child report's results.
Below the grid are icons that enable you to navigate through the pages of data. See Paging Options for an explanation of these.
These are the options at the top right:
: To run the report again using the same parameters.
: To save the report results for later viewing, for yourself and optionally other users. (See Saving a Report.)
: To schedule the report. (See Scheduling a Report.) If you schedule a report you just ran, the report parameters such as chosen vehicles will be carried over.
Note: Be aware that won't be displayed if you entered specific dates (such as 2/27 to 2/28) because you can only schedule reports that use a common date range (such as Last Week). (Otherwise, the report would always return the same days' information.)
: To change the report's layout. (See Customizing a Report's Layout.)
: To save the data as a PDF you can print.
: To export the grid data to an Excel spreadsheet.
- If you are done with the report, click
at the top right.
The report will appear on the Report History screen (see Viewing Your Report History) and in your list of My Recent Reports.