Refine instructions for creating and monitoring live reports, enhancing clarity and detail in the form fields and map selection process.
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@ -19,43 +19,42 @@ Click on the **"Create Report"** button in the top right corner.
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Here you will fill the following details:
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In the form:
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- **"Name"**: Enter a descriptive name for your report
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- **"Select tag"**: All mobile users with this tag will be included in the report
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- **"Selected dates"**: Choose a start and end date for the report
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- **"Map visibility for mobile users"**: Select which maps will be visible to mobile users during the report, available values are:
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- **"None"**: No maps will be visible to mobile users attached to this report
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- **"Only if in map"**: The mobile users will only see the maps they are currently in geographically
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- **"All"**: All maps within this report will be visible to mobile users attached to this report
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- **"Map selection"**:
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- Map selection is done by selecting the folder from the list located in the top left corner of the map itself.
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- Once the folder is selected, all maps within that folder will be rendered on the map.
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- Clicking on the map will select it, this is indicated by map changing color to red, and map name appearing in the **"Selected maps"** panel.
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- **"Property type"** located in the bottom right corner is only available for "Completeness of maps, fixed time" report type and allows you to select which property types will be included in the report. Available options are:
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- **"Residential"**: Includes residential properties
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- **"Commercial"**: Includes commercial properties
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- **"Commercial and Residential"**: Includes commercial and residential properties
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- In the **"Name"** field, type a name for your report.
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- In **Select tag**, choose the tag that includes all users you want to track.
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- In **Selected dates**, set the start and end dates.
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- In **Map visibility for mobile users**, choose how maps will appear in the mobile app:
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- **"None"** means mobile users will not see any map.
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- **"Only if in map"** means they will only see maps where they are physically located.
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- **"All"** shows all maps in the report.
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- **Map selection**:
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- Click the dropdown in the top left corner of the Google map.
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- Select a folder from the list. Once selected, all areas from that folder will be drawn on the map with names and outlines.
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- Click any area to add it to your report. Selected areas will turn red and appear in the list on the right.
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*(You can select areas from multiple folders)*
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- To remove a selected area, click the area on the Google map again or click the "x" next to its name in the side panel.
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- For reports using **"Completeness of maps, fixed time"**, you will also see a Property type option at the bottom. You can include **"Residential only"**, **"Commercial only"**, or both.
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Click **Complete** to create your report.
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## Viewing and Monitoring Live Reports
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Once you have filled in all the details, click the **"Complete"** button in the bottom right corner to create the report.
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To view and monitor your live reports, from the **"Reporting"** page, click on the **"View"** button next to the report you want to monitor.
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To view and monitor your live reports, from the **"Reporting"** page, click on the **"View"** button next to the report overview.
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### Report Overview
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This will take you to the report overview. 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.
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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.
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The main area of the page is the map, which displays the map areas, names, distributors history (represented by gray dots), area property coverage in percents.
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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.
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Above the map towards the left side, you have checkbox filters to customize your report overview.
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> To customize the report overview, you can use the checkboxes above the map.
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To view the detailed information for a specific area, simply click on the area on the map. This will bring up a sidebar with more information about the selected area, including its name, property coverage, and distributor history.
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To see more details for any area, click on it.
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### Report Detailed View
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@ -68,11 +67,15 @@ In the report detailed view, you can see more granular information about the sel
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- The name of the area
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- The percentage of properties covered in the area
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- A count of properties touched by distributors
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- Checkbox to show/hide missed proerties on the map
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- Attached user tag
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- Checkbox to show/hide missed properties on the map
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- A list of distributors assigned to the report, and checkbox for each user to show/hide their history on the map
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The map now shows detailed distributor information, the oldest location is represented by a white circle with a black border, and the newest location is represented by a black circle with a white border. The light gray halo around the newest location indicates that the distributor is currently active in the area.
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The map now shows detailed distributor information:
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- The oldest location is represented by a white circle with a black border
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- The newest location is represented by a black circle with a white border.
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*(If the gray halo around the newest location indicates that the distributor is currently active in the area)*
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- The gray line represents the path of the distributor, showing their movement history.
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To view detailed location information, simply zoom on the area of interest on the map.
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