diff --git a/login-and-view-reports/login-and-view-reports.md b/login-and-view-reports/login-and-view-reports.md index 7f58605..457f170 100644 --- a/login-and-view-reports/login-and-view-reports.md +++ b/login-and-view-reports/login-and-view-reports.md @@ -4,62 +4,112 @@ As a customer, you can access shared reports to monitor the progress of activiti ## Logging In +![Login page with customer credentials filled in]() + To access your shared reports, you'll need to log in to the Lastmiler platform using the credentials provided to you. -> For detailed login instructions and password reset procedures, please refer to the [Manager Login Guide](../Manager/login-and-reset-password/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. ### Quick Login Steps -1. Navigate to the Lastmiler login page +1. Navigate to the Lastmiler login page at [https://app.lastmiler.com](https://app.lastmiler.com) 2. Enter your email address and password -3. Click **"Sign In"** to access the platform +3. Click **"Log in"** to access the platform -If you've forgotten your password or need to reset it, follow the password reset instructions in the Manager documentation. +**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. -## Accessing Your Shared Reports +## Selecting Your Organization -Once logged in, you'll be able to view reports that have been specifically shared with you by your service provider. +![Customer reporting page showing organization selection]() -### Finding Your Reports +Once logged in, you'll need to select your organization to access your shared reports: -Reports shared with you will appear in your dashboard. You can identify shared reports by: +1. Look for the dropdown menu in the top left corner of the screen +2. Click on the dropdown to see available organizations +3. Select your organization from the list -- Report name and description provided by your service provider -- Date range for which the report is active -- Areas covered in the report +After selecting your organization, you'll see the list of reports that have been shared with you. -### Viewing Report Details +## Viewing Your Shared Reports -When you access a shared report, you'll see: +![Customer reports list showing available shared reports]() -**Report Overview:** +You'll see a list of reports that have been shared with you by your service provider. Each report shows: -- Real-time map showing activity areas -- Progress indicators for area coverage -- Visual representation of distributor activity (shown as gray dots and paths) +- Report name and type +- Start and end dates +- Current status -**Map Features:** +To view a report, click the **"View"** button next to the report you want to monitor. -- Area boundaries and names -- Property coverage percentages -- Historical movement data of distributors working in your areas +## Report Overview -**Interactive Elements:** +![Customer report overview showing maps and progress]() -- Click on any area to see detailed information -- Zoom in/out to explore different levels of detail -- View distributor paths and activity timestamps +The report overview displays: -### Understanding Report Data +- **Report Information**: Name, type, and date range at the top center +- **Interactive Map**: Shows your designated areas with names and boundaries +- **Progress Indicators**: Coverage percentages for each area +- **Distributor Activity**: Gray dots and paths showing distributor movement history + +### Customizing Your View + +![Report overview customization options with checkboxes]() + +You can customize what you see on the map using the checkboxes above the map: + +- Toggle visibility of different map elements +- Show or hide specific data points +- 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. + +## Detailed Area View + +![Customer report detailed view showing area-specific information]() + +When you click on an area, you'll see detailed information in the side panel: + +- **Area name and boundaries** +- **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 + +![Detailed distributor tracking showing movement paths]() + +The map shows detailed distributor information: + +- **White circle with black border**: Oldest recorded location +- **Black circle with white border**: Most recent location +- **Gray halo around newest location**: Indicates the distributor is currently active in the area +- **Gray lines**: Show the path and movement history of distributors + +### Viewing Location Details + +![Tracking point details showing timestamp and information]() + +For more granular information: + +1. Zoom in on areas of interest on the map +2. Red dots will appear along distributor paths +3. Hover over any red dot to see detailed information including: + - Date and time of the location + - Speed and battery level + - Other relevant tracking data + +## Understanding Your Reports The reports provide transparency into the work being performed in your areas: -- **Coverage Percentage**: Shows what portion of properties in each area have been serviced -- **Activity Tracking**: Gray dots represent distributor locations and movements -- **Time-stamped Data**: Hover over tracking points to see detailed information including date, time, and other relevant metrics -- **Progress Monitoring**: Real-time updates as work progresses in your areas +- **Real-time Updates**: Progress updates as work continues in your designated areas +- **Coverage Tracking**: Visual representation of which properties have been serviced +- **Historical Data**: Complete movement history of distributors working in your areas +- **Time-stamped Information**: Detailed timestamps for all activity -### Report Access Duration +### Report Access Your access to shared reports is controlled by your service provider: @@ -67,31 +117,14 @@ Your access to shared reports is controlled by your service provider: - Others may remain accessible indefinitely - If you lose access to a report, contact your service provider to renew permissions -## Troubleshooting Access Issues +## Troubleshooting If you encounter problems accessing your reports: 1. **Check your login credentials** - Ensure you're using the correct email and password -2. **Verify report sharing status** - Contact your service provider to confirm the report is still shared with you -3. **Check expiration dates** - Some shared reports may have time-limited access -4. **Clear browser cache** - Sometimes browser issues can prevent proper loading +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 +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. - -## Report Sharing Types - -You may receive access to reports through different methods: - -### Direct Sharing - -- Reports shared specifically with your email address -- Requires login to access -- Personalized access with potential time limits - -### Public Links - -- Reports accessible via a shared URL -- May not require login depending on configuration -- Can be shared with multiple stakeholders - -Your service provider will inform you which type of access you have and provide any necessary links or credentials. diff --git a/login-and-view-reports/screenshots/01-customer_login.v1.png b/login-and-view-reports/screenshots/01-customer_login.v1.png new file mode 100644 index 0000000..9bc4c36 Binary files /dev/null and b/login-and-view-reports/screenshots/01-customer_login.v1.png differ diff --git a/login-and-view-reports/screenshots/02-customer_reporting_screen_selecting_organization.v1.png b/login-and-view-reports/screenshots/02-customer_reporting_screen_selecting_organization.v1.png new file mode 100644 index 0000000..55655cf Binary files /dev/null and b/login-and-view-reports/screenshots/02-customer_reporting_screen_selecting_organization.v1.png differ diff --git a/login-and-view-reports/screenshots/03-customer_reporting_screen_selected_organization.v1.png b/login-and-view-reports/screenshots/03-customer_reporting_screen_selected_organization.v1.png new file mode 100644 index 0000000..28d5be3 Binary files /dev/null and b/login-and-view-reports/screenshots/03-customer_reporting_screen_selected_organization.v1.png differ diff --git a/login-and-view-reports/screenshots/04-customer_report_overview.v1.png b/login-and-view-reports/screenshots/04-customer_report_overview.v1.png new file mode 100644 index 0000000..fb74ed7 Binary files /dev/null and b/login-and-view-reports/screenshots/04-customer_report_overview.v1.png differ diff --git a/login-and-view-reports/screenshots/05-customer_report_detailed_view.v1.png b/login-and-view-reports/screenshots/05-customer_report_detailed_view.v1.png new file mode 100644 index 0000000..cfcf97e Binary files /dev/null and b/login-and-view-reports/screenshots/05-customer_report_detailed_view.v1.png differ diff --git a/login-and-view-reports/screenshots/06-customer_report_detailed_view_single_point_info.v1.png b/login-and-view-reports/screenshots/06-customer_report_detailed_view_single_point_info.v1.png new file mode 100644 index 0000000..8286b52 Binary files /dev/null and b/login-and-view-reports/screenshots/06-customer_report_detailed_view_single_point_info.v1.png differ