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WH: new report template design

Topic: WH: new report template design

Reports are very important element in the system. All the time we add new options and columns. So templates become more and more complicated. So we came to the point when optimization of report templates structure is necessary.

Our purpose is to optimize dialog space, to separate all the settings into semantic categories (filters, parameters, grouping), to simplify the creation of templates and their editing, and others.

I suggest you an interactive prototype of a new template (click on the image to go to the page with the prototype).
https://forum.gurtam.com/misc.php?action=pun_attachment&item=6591&download=0
The prototype has the next script:

  • Bind the first and second elements.
  • In the Advanced settings of the template, select the option "Exclude thefts from fuel consumption".
  • Add the table "Eco driving" and the columns "Violation", "Beginning", "End".
  • In the table settings in the Options group set "Detaization" and "Total".
  • OK

Also, we plan to add functionality:
- the ability to hide unused settings;
- add icon-questions with explanatory information about problem areas;
- ability to search tables by columns;
- spread the template for the entire length of the screen;
- to activate by default the most used settings.

Please, share your opinion on this topic!

Tatsiana Kots
Ex-Business Analyst, Gurtam
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WH: new report template design

Re: WH: new report template design

are we able to merge table types ?

Say a report to have geofences,added with rounds,added with events as one excel sheet instead of having 3 seperate sheets

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WH: new report template design

Re: WH: new report template design

asdra2 wrote:

are we able to merge table types ?

This  enhancement considers only report's outer appearance, not functionality.

Tatsiana Kots
Ex-Business Analyst, Gurtam
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WH: new report template design

Re: WH: new report template design

Looks good !

Sint
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WH: new report template design

Re: WH: new report template design

Looks good tata,

Looks like it might be a bit more "User friendly" for customers - we have seen users get confused as is now (mostly non tech minded ones) fearful to try first before calling for support. smile

It would be interesting to test fully in the beta site maybe, it might provide a better way to assess this feature.

Onwards and Upwards!!
Knowledge, data & information is power!
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WH: new report template design

Re: WH: new report template design

Finally, redesigned reports installed to hosting.wailon.com (Beta).

We changed usability, now the steps of creating a report should be more comfortable for new users. We have grouped the settings and added hints to the different report elements.
A statistics table creation was removed from the "Report Settings" to a separate button on the panel.

The highlight of the new reports is the "Calculator". You can use values from other columns, constants, and some unit's variables and create a formula and get additional essential data.
"Calculator" added to the next tables: "Trips", "Engine hours" and "Summary."
You can find the instruction how to create a formula just in the interface next to the formula definition field.

Try it, check how your current reports look now. We are waiting for your feedback!

Tatsiana Kots
Ex-Business Analyst, Gurtam
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WH: new report template design

Re: WH: new report template design

Looks good tata.

Only had a quick "play" setting up a simple trip report though, will check out the "Calculator" soon. smile

Onwards and Upwards!!
Knowledge, data & information is power!