Using the Data Views to create profiles, examine data and print reports

KB-01021

Purpose & Scope

LoadTrek users will follow the steps below to access the Data Views, create profiles to customize the layout, and print the desired data.

Procedure

1. Using the top toolbar, left click on the text 'Reports', then hover the mouse pointer over the text 'Data Views' to display a list of available topics.

2. Hover the mouse pointer over the topic (Ex: Driver) to view the available data views related to the topic (Ex: Active Drivers).

3. Left click on the desired data view to display the data.

4. The data displayed will be organized by the default profile listed in the header (Ex: By Last Name).

5. Users can change the data viewed by selecting a different profile from the pull down list. These profiles can be customized and are created using step # 9 below.

6. Data can be manipulated by left clicking on a column header to sort by that column. Additionally, columns can be moved by left clicking and dragging the selected column left or right to a new location.

7. Users can select the number of columns to print using the box directly right of the profile name. When printed, the data view will only print the number of columns selected beginning from the left margin.

8. Users can check the 'Allow Grouping' box to alter the way the data is printed. If the box is selected, any repeat entries in the first column will print once with subsequent columns displaying the different data. Example: if there are 10 drivers with the last name 'Jones' and the first column is the driver last name, 'Jones' will appear once on the printed report, with the driver first names listed below in the second column. For more information on printing data views see step # 9.

9. Clicking on the 'Options' button will allow the user to complete the following tasks:

• Print: Displays the data in a form that allows users to Print to their default printer, Print / Fax the data to a chosen printer or email a link to the data.

• Print Selection: Performs the same functions as 'Print' with the user selected data.

• Export...: Allows users to export the data. A second window will be displayed below the data view and users can left click the 'Export' button to select a file name and path for export.

• Save Profile: Saves the current profile.

• Save Profile As...: Allows users to save the current profile as a different profile name to be recalled at a later time. Users can customize a profile to display the data in a format that meets their needs and save this profile to be used at a later time. Example: A driver manager may sort the driver data view by start date to easily see which drivers have the most seniority. The driver manager can drag the start date column next to the driver's name, click on the start date column header to sort by that column and then click 'Save Profile As...' and save this profile under the name 'Sorted by Start Date'. This profile is now saved to the profile list and can be quickly viewed by all personnel with access to the data views. Any new driver entries will appear in this data view and will be displayed according to the saved profile parameters.

• Rename: Allows users to rename the current profile.

• Delete Current Profile: Allows users to delete the current profile.

Using the steps above, LoadTrek users will be able to customize the data views and print reports that precisely display the data they need.

Additional Comments

If you have additional questions regarding the steps above, please contact LoadTrek support at 877.226.0107 x4 or support@loadtrek.net