Intended Audience:

This guide is for ZenduONE users—fleet managers, operations staff, and administrators—who want a comprehensive, step-by-step walkthrough to create, customize, manage, and utilize reports within the ZenduONE Reports Module.

What This Guide Covers:

• Navigating the Reports Module

• Creating and customizing reports

• Detailed walkthroughs for each report type

• Filtering, sharing, and scheduling reports

• Exporting and managing reports

• Tips for efficient workflow
  

Watch a video walk-through instead

1. Accessing the Reports Module

• Login:
  Sign in to your ZenduONE account.

• Initial Setup:
  After your database is set up by ZenduONE support, onboarding, or sales reps, you’ll see a list of default reports on your dashboard.

2. Creating a New Report

Step 1: Start a New Report

• Click the "New Report" button at the top of the Reports Module dashboard.

Step 2: Choose a Report Category

• You’ll see several categories, depending on your plan and enabled modules:

  • Maps

  • Assets

  • Safety

  • Work

  • Forms

  • Fuel & Finances

  • Maintenance

Step 3: Select a Report Template

• Click on a category (e.g., Maps).

• Choose from available templates (e.g., Location Visits, Trips History, Begin/End of Day).

• At the bottom, you can also copy an existing report to use as a template.

3. Configuring Report Details

Step 1: Name Your Report

• Enter a clear, descriptive title for your report.

Step 2: Select Assets and Drivers

• Choose specific assets or drivers, or select all.

• This filters which vehicles or personnel the report will cover.

Step 3: Set the Date Range

• Choose from: Today, Yesterday, This Week, Last Week, This Month, Last Month, or Custom Period.

• For scheduled reports, it’s best to use predefined ranges rather than custom.

Step 4: Add a Description (Optional)

• Enter a description to help others understand the report’s purpose.

Step 5: Choose Columns to Display

• Select which data columns to include (e.g., asset name, driver, location, stop duration).

• Remove columns by clicking them; add them back as needed.

Step 6: Set Data Filters

• Apply filters based on location, tags, arrival/departure times, or stop duration.

• For each filter, set the condition (e.g., “location contains”) and specify the value.

Step 7: Configure Sharing Options

• Choose who can view the report:

  • Only Me

  • Everyone

  • Selected Users

Step 8: Set Up Email Scheduling

• Enable the scheduler to email the report automatically.

• Choose frequency: Daily, Weekly, or Monthly.

• Select recipients from the user list (recommended to avoid errors).

Step 9: Save the Report

• Click Save to finalize your setup.

4. Viewing and Managing Reports

Step 1: Access Saved Reports

• Saved reports appear on your dashboard.

• Use filters to view by category, dashboard, favorites, sharing status, frequency, or creator.

• Use the search box at the top for quick access.

Step 2: Editing Reports

• Click on a report to view data.

• If data is missing, adjust filters or date range and save again.

• Use the Edit option to modify settings, update the email scheduler, or change sharing options.

Step 3: Sharing Reports

• Click Share to update sharing permissions at any time.

Step 4: Exporting Reports

• Download reports as Excel (XLS) or CSV files for offline use.

5. Detailed Walkthrough: Report Templates

Below are step-by-step highlights for each major report type:

Maps Reports

• Location Visits:

  • Tracks asset/driver visits to locations, including arrival/departure times and stop durations.

• Trips History:

  • Summarizes past trips with trip number, asset, driver, start/end times, driving duration, distances, stop duration, max speed, start/end locations.

• Begin/End of Day:

  • Shows daily start/end locations, total trips, driving/idling/stop durations, exceptions, max speed.

Assets Reports

• Idling:

  • Details periods assets are running but not moving, helping monitor fuel efficiency and compliance.

• Ignition:

  • Tracks asset usage, highlighting operational efficiency and potential misuse.

• Connectivity:

  • Monitors asset health and connectivity status.

Safety Reports

• Exceptions:

  • Lists rule violations, including rule, asset, driver, times, speeds, locations, coaching status, and channel links.

• Coaching:

  • Tracks coaching progress, showing asset, driver, rules broken, exception dates, reviewer, comments.

• Safety Scores:

  • Summarizes driver safety scores, risk levels, video request counts, and occurrences.

Work Reports

• Job Reports:

  • Details job names, routes, assets, drivers, locations, tags, addresses, number of stops, expected/actual times, and completion status.

Forms Reports

• Submission Reports:

  • Lists submitted forms, creators, assigned assets, and field data.

• Field Summary:

  • Summarizes operational data from forms, such as fuel usage, driving duration, idling percentage, and costs.

• IFTA:

  • Compliance report with asset, jurisdiction, distances, VIN, odometer, and border crossing info.

Fuel & Finances Reports

• Fuel Summary:

  • Tracks fuel usage, idling, costs, and efficiency.

Maintenance Reports

• Reminders:

  • Lists scheduled maintenance, helping prevent breakdowns.

• Requests:

  • Tracks maintenance/repair requests for fleet assets.

• Orders:

  • Details repair tasks, status, vendors, resolution dates, products/services, and logged hours.

6. Tips for Efficient Reporting

• Use existing reports as templates to save time.

• Schedule recurring reports for automated delivery.

• Apply filters to focus on actionable data.

• Export reports for compliance or deeper analysis.

• Regularly review sharing settings for data security.

• Use dashboard and search features for quick access to key reports.

For further questions or personalized assistance, feel free to contact a ZenduONE support representative at servicedesk@zenduit.com or your assigned onboarding manager.