The list of all templates available is located in the bottom left-hand corner of the window under the header Report templates. Here you can create, edit and delete templates for reports. Check the number of templates possible to create in your account parameters (see User Settings => Account).

To create a new report template, press the Create template button.
In the dialog enter a name for the template and choose one of two types:

• Unit: this template will be applicable to separate units.
• Unit group: this template will be used to gather information about several units at once. These units must be presented as a unit group. Note: to create reports for unit groups, the Advanced Reports extension package is required.

Attention!
It is not recommended to change template type when editing a previously created template because all template contents will be lost with this action.

After entering name and selecting type, add tables and charts to your template, set statistics parameters and advanced settings as described below:

• Tables
• Charts
• Options
• Map Output
• Statistics

All added contents will be displayed at the left of the dialog. Here you can set the sequence order of the pages and give them custom names if needed.

To change page name, click on it and enter any text. To manage template contents, use the following buttons:

move up,
move down,
edit a table/chart,
make a copy of a table/chart,
delete page.

Note.
No matter where you place a chart, in the resulting report all charts follow after all tables, and the Statistics section goes first.

Use US metrics (miles, gallons) option defines how mileage, speed, and fuel are given in the report. If this box is checked, miles and gallons are used instead of kilometers and liters.

Mileage and fuel with accuracy to two decimal places. By default, mileage less than 20 and fuel less than 50 is displayed with accuracy to hundredths, and larger values are given as integers. However, if you consider it is necessary, mileage and fuel can be always shown with accuracy to two decimals (other decimal places are simply cut). Details about fuel and mileage in reports...

POI as address source option allows to use POI names instead of usual addresses received from the Web-GIS.

Geofences as address source option allows to use geofences names instead of usual addresses received from the Web-GIS. Addresses can be used in several tables to indicate unit location.

Use all accounts option is useful if you choose POI and/or geofences as addresses. By default, only geofences and places belonging to the same resource as reports template are used for the report. However, if the given option is activated and user has access to several accounts, all geofences and places which are located in these account will be enabled for the report. Details about addresses in reports...

One more option is provided for group reports - Skip empty rows. It is used to withdraw uninformative rows from the resulting table. For example, you create a report about fuel thefts, but not each and every unit in the selected group has thefts, so there can be a lot of empty rows in the table.

All created templates appear in the list of report templates. In the tooltip you see the name of the account which holds this template (if you have access to more than one account). If clicking on a template, it becomes selected in the Report template field of report generation parameters.

When searching for a template on the list, it is convenient to use the filter. Enter template name or its part into the search text box and observe the results. Additional search parameters are set in the dropdown list where you can choose the account or leave All.

The following actions are available:

edit a report template;
create a new template using this one as a basis;
delete template.

Report templates can be exported and imported through XML files. Above the list of available report templates there is a special button - Import/Export. Click on it and choose needed option.

If you choose export, then you can indicate desirable file name and select templates to be exported to a file. After that, click OK and save the file.

Templates are exported into XML files. All tables with selected columns in them, charts and their parameters, statistics and additional template options, all flags and masks are exported (everything except geofences choice).

Saved templates can be then imported to any account (manage or edit access to the account is required). If you have enough access to several accounts, you select one to be a destination account. Then you indicate the path to file (Browse button) and press Import.

The results of import action can be estimated if you choose the corresponding account in the filter of report templates list.