How to Create and View Reports

Hello and welcome!

In this article, we will guide you through the following:

1. How to create a report
2. How to access and edit your reports

So that you can efficiently manage your organisation using valuable insights.

Let's get started!

1. How to create a report

To create, access, or view reports, please log in to the Virta Hub.

Navigate to the "Reports & documents" tab.

You can easily create your first report on the Reports tab and gather valuable insights.

To get started, simply click on "+ New Report". A New Report page opens on the right side, allowing you to define your report according to your specific needs. 

Select your report template from the Report Type drop-down menu. This will help you to structure your report and ensure you get the information that matters most to you.

You can specify the desired time range for your report.

You can also choose whether you want the report to include data from all your organisations or just your current organisation.

It's as simple as that. Just click on "Generate report", and voila!

Your report will be generated and delivered to you in CSV format.

2. How to access and edit your reports

Accessing reports is only available to users with "Administrator," "Driver Manager," "Charging Manager," "Technicians," or "Viewer" roles. Simply navigate to the “Reports” tab to access the reports. You can easily view and download the reports you or your team have created.

To create more new reports, you now have two options:

• You can select an existing report and customise it according to your needs.
  Press “Generate new”. It opens the modal using the same parameters to update and generate.
• You can start another report from scratch by clicking “New report” in the bottom right corner of the page.

Thats it! You can now effortlessly create, access, and modify your reports. Enjoy the valuable insights they provide.