diff --git a/4.-Setup-and-Monitor-Live-Reports.md b/4.-Setup-and-Monitor-Live-Reports.md index 419d883..b70f0f1 100644 --- a/4.-Setup-and-Monitor-Live-Reports.md +++ b/4.-Setup-and-Monitor-Live-Reports.md @@ -36,144 +36,4 @@ In the form: - To remove a selected area, click the area on the map again or click the "x" next to its name in the side panel. - For reports using **"Completeness of maps, fixed time"**, a **Property type** option appears at the bottom. You can include **"Residential only"**, **"Commercial only"**, or both. -Click **Complete** to create your report. - -## Edit Report - -To edit an existing report, go to the **"Reporting"** page and click the **"Edit"** button next to the report you want to modify. - -![Edit report button](https://gitea.redburst.com/lastmiler-knowledge-base/Manager/raw/branch/main/setup-and-monitor-live-reports/screenshots/10-edit-report.v1.png) - -## Delete Report - -From the **Edit** report form, you can also delete the report by clicking the **"Remove Report"** button at the bottom of the form. - -## Viewing and Monitoring Live Reports - -![Report list with newly created report](https://gitea.redburst.com/lastmiler-knowledge-base/Manager/raw/branch/main/setup-and-monitor-live-reports/screenshots/4-created-report-in-report-list.v1.png) - -To view and monitor your live reports, go to the **"Reporting"** page and click the **"View"** button next to the report. - -### Report Overview - -![Report overview](https://gitea.redburst.com/lastmiler-knowledge-base/Manager/raw/branch/main/setup-and-monitor-live-reports/screenshots/5-report-overview.v3.png) - -At the top center of the page, you will see the report name, type (e.g., "Completeness of maps, fixed time"), and the start and end dates. - -The main area displays the map, showing area outlines, names, distributor history (gray dots), and property coverage percentages. - -> Use the checkboxes above the map to customize the overview display. - -Click any area to view more details. - -### Report Detailed View - -This view shows real-time information for the selected area, including property coverage and distributor activity. - -![Report detailed view](https://gitea.redburst.com/lastmiler-knowledge-base/Manager/raw/branch/main/setup-and-monitor-live-reports/screenshots/6-report-detailed-view.v1.png) - -The right-side panel includes: - -- Area name -- Percentage of properties covered -- Property count touched by distributors -- Option to show/hide missed properties -- List of distributors assigned, with individual toggles for viewing their movement history - -The map displays distributor data: - -- Oldest location: white circle with black border -- Newest location: black circle with white border - (A gray halo indicates the distributor is currently active.) -- Gray line shows the path taken - -Zoom in to view detailed tracking data. - -![Report detailed location view](https://gitea.redburst.com/lastmiler-knowledge-base/Manager/raw/branch/main/setup-and-monitor-live-reports/screenshots/7-tracking-point-details.v2.png) - -Red dots appear along the path. Hovering reveals time, date, speed, and battery level. - -## Dashboard - -The dashboard gives an overview of live reports and lets you monitor performance. - -### Current Reports - -To monitor active reports, go to the **"Reporting"** page and click the **"Current Reports"** tab. - -![Current reports dashboard](https://gitea.redburst.com/lastmiler-knowledge-base/Manager/raw/branch/main/setup-and-monitor-live-reports/screenshots/8-dashboard.v1.png) - -You will see all active reports with: - -- Total percentage of completion -- Number of properties covered -- Individual map progress - -Click **"Archive"** to archive a report. You can restore archived reports from the **"Archived Reports"** tab. - -### User Activity - -To track user activity, go to the **"Reporting"** page and click the **"User Activity"** tab. - -![User activity dashboard](https://gitea.redburst.com/lastmiler-knowledge-base/Manager/raw/branch/main/setup-and-monitor-live-reports/screenshots/9-user-activity.v1.png) - -- Select a tag to show all users in that group -- Select a date to view 24-hour activity for that day - -Activity is shown using color-coded boxes per hour: - -- **Gray**: No activity -- **Yellow**: Low activity -- **Green**: High activity - -Hover over a box to see the number of posts. A blue line under the current hour shows real-time activity for today. - -## Report Sharing - -Reports can be shared privately with customers or via a public link. - -### Sharing with Customers - -To share a report, go to the **"Reporting"** page and click the **"Share"** button. - -![Share report modal filled](https://gitea.redburst.com/lastmiler-knowledge-base/Manager/raw/branch/main/setup-and-monitor-live-reports/screenshots/11-share-report.v1.png) - -- Enter the customer's email on the left -- Set an access expiration date (optional) -- Click **"Add"** to share - -The **"Show location marks on map"** toggle controls whether properties are visible on the map. - -![Share report modal with customer shared](https://gitea.redburst.com/lastmiler-knowledge-base/Manager/raw/branch/main/setup-and-monitor-live-reports/screenshots/12-share-report-with-customer.v1.png) - -You will see all shared users and their access status. - -Click **"Remove"** to revoke access. - -### Sharing via Public Link - -Click the **"URL Link"** tab in the sharing modal. - -![Share report modal with public link](https://gitea.redburst.com/lastmiler-knowledge-base/Manager/raw/branch/main/setup-and-monitor-live-reports/screenshots/13-share-report-via-public-url.v2.png) - -- Optionally set an expiration date -- Click **"Generate link"** - -![Public link generated](https://gitea.redburst.com/lastmiler-knowledge-base/Manager/raw/branch/main/setup-and-monitor-live-reports/screenshots/14-shared-report-via-public-url.v1.png) - -Copy and share the generated link. Users do not need to log in. - -### Revoking the Public Link - -Click **"Revoke link"** to deactivate the public URL. - -## View Shared Report Status - -![Shared report status](https://gitea.redburst.com/lastmiler-knowledge-base/Manager/raw/branch/main/setup-and-monitor-live-reports/screenshots/15-share-report-status.v1.png) - -If a report is shared, the **"Share"** button is replaced with: - -- A **link icon** if shared via public URL -- A **user icon** if shared with customers - -Hover over the icon to view more details, including the link’s expiration or list of users with access. +Click **Complete** to create your report. \ No newline at end of file