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