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Refine login and report viewing guide with improved structure and clarity

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Milos Djakovic 2025-07-21 17:46:24 +02:00
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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. 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.
**Before you begin:** Your delivery service provider must first add your email address to their system and share the relevant reports with you. Contact your delivery service provider if you haven't received your login credentials or if you're unable to access the platform.
## 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 by your delivery service provider. 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. **First-time login:** If this is your first time accessing Lastmiler, you will need to reset your password. Click **"Did you forget or want to reset password?"** and follow the password reset process.
### Quick Login Steps **Login steps:**
1. Navigate to the Lastmiler login page at [https://app.lastmiler.com](https://app.lastmiler.com) 1. Navigate to the Lastmiler login page at [https://app.lastmiler.com](https://app.lastmiler.com)
2. Enter your email address and password 2. Enter your email address and password
3. Click **"Log in"** to access the platform 3. Click **"Log in"** to access the platform
**First-time login:** If this is your first time accessing Lastmiler, you will need to reset your password. Click **"Did you forget or want to reset password?"** and follow the password reset process detailed in the Manager Login Guide. > 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.
## Selecting Your Organization ## Selecting Your Organization
@ -25,8 +27,7 @@ To access your shared reports, you'll need to log in to the Lastmiler platform u
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 2. Click on the dropdown to see available organizations *(you can search for organizations if needed)*
*(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.
@ -38,8 +39,8 @@ After selecting your organization, you'll see the list of reports that have been
You'll see a list of reports that have been shared with you by your delivery 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.
@ -47,14 +48,9 @@ To view a report, click the **"View"** button next to the report you want to mon
![Report Overview](https://gitea.redburst.com/lastmiler-knowledge-base/Customer/raw/branch/main/login-and-view-reports/screenshots/04-customer_report_overview.v1.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: In the top center of the page you can see the report name, type (e.g., "Completeness of maps, fixed time"), and the start and end dates of the report.
- **Report Information**: Name, type, and date range at the top center The main area of the page is the map, which displays the areas, names, distributors history (represented by gray dots), and area property coverage in percents.
- **Interactive Map**: Shows your specified areas with names and boundaries
- **Progress Indicators**: Coverage percentages for each area
- **Distributor Activity**: Gray dots showing distributor movement history
### Customizing Your View
You can customize what you see on the map using the checkboxes above the map: You can customize what you see on the map using the checkboxes above the map:
@ -62,29 +58,31 @@ You can customize what you see on the map using the checkboxes above the map:
- Show or hide specific data points - Show or hide specific data points
- Adjust the display to focus on information most relevant to you - Adjust the display to focus on information most relevant to you
To see detailed information for any specific area, simply click on it on the map. To see more details for any area, simply click on it on the map.
## Detailed Area View ## Report Detailed View
![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) ![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: Here you have real-time information about the selected report, including the map with the area of interest, property coverage, and distributor history.
- **Area name and boundaries** In the report detailed view, you can see more granular information about the selected area in the side panel right of the map. This includes:
- **Coverage percentage**: What portion of properties have been serviced
- **Property count**: Number of properties covered by distributors
- **Missed properties option**: Checkbox to show/hide properties not yet serviced on the map
### Understanding Distributor Activity - The name of the area
- The percentage of properties covered in the area
- A count of properties touched by distributors
- Checkbox to show/hide missed properties on the map
- A list of distributors assigned to the report, and checkbox for each user to show/hide their history on the map
The map shows detailed distributor information: The map now shows detailed distributor information:
- **White circle with black border**: Oldest recorded location - The oldest location is represented by a white circle with a black border
- **Black circle with white border**: Most recent location - The newest location is represented by a black circle with a white border *(If the gray halo around the newest location indicates that the distributor is currently active in the area)*
- **Gray halo around newest location**: Indicates the distributor is currently active in the area - The gray line represents the path of the distributor, showing their movement history
- **Gray lines**: Show the path and movement history of distributors
### Viewing Location Details To view detailed location information, simply zoom on the area of interest on the map.
## Viewing Location Details
![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) ![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)
@ -106,13 +104,11 @@ The reports provide transparency into the work being performed in your areas:
- **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
Your access to shared reports is controlled by your delivery 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