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Refine login and report viewing guide for clarity and consistency

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Milos Djakovic 2025-07-21 17:42:12 +02:00
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login-and-view-reports/login-and-view-reports.md
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# 1. Login and View your Reports # 1. Login and View your Reports
As a customer, you can access shared reports to monitor the progress of activities in your designated areas. This guide will walk you through logging in and viewing the reports that have been shared with you. As a customer, you can access shared reports to monitor the progress of delivery activities in your specified areas. This guide will walk you through logging in and viewing the reports that have been shared with you by your delivery service provider.
## Logging In ## Logging In
![Login Screen](https://gitea.redburst.com/lastmiler-knowledge-base/Customer/raw/branch/main/login-and-view-reports/screenshots/01-customer_login.v1.png) ![Login Screen](https://gitea.redburst.com/lastmiler-knowledge-base/Customer/raw/branch/main/login-and-view-reports/screenshots/01-customer_login.v1.png)
To access your shared reports, you'll need to log in to the Lastmiler platform using the credentials provided to you. To access your shared reports, you'll need to log in to the Lastmiler platform using the credentials provided to you by your delivery service provider.
> For detailed login instructions and password reset procedures, please refer to the [Manager Login Guide](../../Manager/login-and-reset-password-assets/login-and-reset-password.md). The login process is the same for all user types. > For detailed login instructions and password reset procedures, please refer to the [Manager Login Guide](../../Manager/login-and-reset-password-assets/login-and-reset-password.md). The login process is the same for all user types.
@ -20,38 +20,39 @@ To access your shared reports, you'll need to log in to the Lastmiler platform u
## Selecting Your Organization ## Selecting Your Organization
![Organization Selection](https://gitea.redburst.com/lastmiler-knowledge-base/Customer/raw/branch/main/login-and-view-reports/screenshots/02-select-organization.png) ![Organization Selection](https://gitea.redburst.com/lastmiler-knowledge-base/Customer/raw/branch/main/login-and-view-reports/screenshots/02-customer_reporting_screen_selecting_organization.v1.png)
Once logged in, you'll need to select your organization to access your shared reports: Once logged in, you'll need to select your organization to access your shared reports:
1. Look for the dropdown menu in the top left corner of the screen 1. Look for the dropdown menu in the top left corner of the screen
2. Click on the dropdown to see available organizations (you can search for organizations if needed) 2. Click on the dropdown to see available organizations
*(you can search for organizations if needed)*
3. Select your organization from the list 3. Select your organization from the list
After selecting your organization, you'll see the list of reports that have been shared with you. After selecting your organization, you'll see the list of reports that have been shared with you.
## Viewing Your Shared Reports ## Viewing Your Shared Reports
![Customer Reports List](https://gitea.redburst.com/lastmiler-knowledge-base/Customer/raw/branch/main/login-and-view-reports/screenshots/03-reports-list.png) ![Customer Reports List](https://gitea.redburst.com/lastmiler-knowledge-base/Customer/raw/branch/main/login-and-view-reports/screenshots/03-customer_reporting_screen_selected_organization.v1.png)
You'll see a list of reports that have been shared with you by your service provider. Each report shows: You'll see a list of reports that have been shared with you by your delivery service provider. Each report shows:
- Report name and type - Report name and type
- Report type
- Start and end dates - Start and end dates
- Current status
To view a report, click the **"View"** button next to the report you want to monitor. To view a report, click the **"View"** button next to the report you want to monitor.
## Report Overview ## Report Overview
![Report Overview](https://gitea.redburst.com/lastmiler-knowledge-base/Customer/raw/branch/main/login-and-view-reports/screenshots/04-report-overview.png) ![Report Overview](https://gitea.redburst.com/lastmiler-knowledge-base/Customer/raw/branch/main/login-and-view-reports/screenshots/04-customer_report_overview.v1.png)
The report overview displays: The report overview displays:
- **Report Information**: Name, type, and date range at the top center - **Report Information**: Name, type, and date range at the top center
- **Interactive Map**: Shows your designated areas with names and boundaries - **Interactive Map**: Shows your specified areas with names and boundaries
- **Progress Indicators**: Coverage percentages for each area - **Progress Indicators**: Coverage percentages for each area
- **Distributor Activity**: Gray dots and paths showing distributor movement history - **Distributor Activity**: Gray dots showing distributor movement history
### Customizing Your View ### Customizing Your View
@ -65,7 +66,7 @@ To see detailed information for any specific area, simply click on it on the map
## Detailed Area View ## Detailed Area View
![Report Detailed View](https://gitea.redburst.com/lastmiler-knowledge-base/Customer/raw/branch/main/login-and-view-reports/screenshots/05-report-detailed-view.png) ![Report Detailed View](https://gitea.redburst.com/lastmiler-knowledge-base/Customer/raw/branch/main/login-and-view-reports/screenshots/05-customer_report_detailed_view.v1.png)
When you click on an area, you'll see detailed information in the side panel: When you click on an area, you'll see detailed information in the side panel:
@ -85,7 +86,7 @@ The map shows detailed distributor information:
### Viewing Location Details ### Viewing Location Details
![Tracking Point Details](https://gitea.redburst.com/lastmiler-knowledge-base/Customer/raw/branch/main/login-and-view-reports/screenshots/06-tracking-point-details.png) ![Tracking Point Details](https://gitea.redburst.com/lastmiler-knowledge-base/Customer/raw/branch/main/login-and-view-reports/screenshots/06-customer_report_detailed_view_single_point_info.v1.png)
For more granular information: For more granular information:
@ -100,18 +101,18 @@ For more granular information:
The reports provide transparency into the work being performed in your areas: The reports provide transparency into the work being performed in your areas:
- **Real-time Updates**: Progress updates as work continues in your designated areas - **Real-time Updates**: Progress updates as work continues in your specified areas
- **Coverage Tracking**: Visual representation of which properties have been serviced - **Coverage Tracking**: Visual representation of which properties have been serviced
- **Historical Data**: Complete movement history of distributors working in your areas - **Historical Data**: Complete movement history of distributors working in your areas
- **Time-stamped Information**: Detailed timestamps for all activity - **Time-stamped Information**: Detailed timestamps for all activity
### Report Access ### Report Access
Your access to shared reports is controlled by your service provider: Your access to shared reports is controlled by your delivery service provider:
- Some reports may have specific end dates - Some reports may have specific end dates
- Others may remain accessible indefinitely - Others may remain accessible indefinitely
- If you lose access to a report, contact your service provider to renew permissions - - If you lose access to a report, contact your service provider to renew permissions
## Troubleshooting ## Troubleshooting
@ -119,12 +120,8 @@ If you encounter problems accessing your reports:
1. **Check your login credentials** - Ensure you're using the correct email and password 1. **Check your login credentials** - Ensure you're using the correct email and password
2. **Verify organization selection** - Make sure you've selected the correct organization from the dropdown 2. **Verify organization selection** - Make sure you've selected the correct organization from the dropdown
3. **Confirm report sharing status** - Contact your service provider to ensure the report is still shared with you 3. **Confirm report sharing status** - Contact your delivery service provider to ensure the report is still shared with you
4. **Check expiration dates** - Some shared reports may have time-limited access 4. **Check expiration dates** - Some shared reports may have time-limited access
5. **Clear browser cache** - Sometimes browser issues can prevent proper loading 5. **Clear browser cache** - Sometimes browser issues can prevent proper loading
For technical support or questions about your shared reports, contact your service provider who can assist with access issues and provide additional information about the data you're viewing. For technical support or questions about your shared reports, contact your delivery service provider who can assist with access issues and provide additional information about the data you're viewing.
4. **Check expiration dates** - Some shared reports may have time-limited access
5. **Clear browser cache** - Sometimes browser issues can prevent proper loading
For technical support or questions about your shared reports, contact your service provider who can assist with access issues and provide additional information about the data you're viewing.