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