Run a report on the Insights tab

The Insights tab on the dashboard gives you ready-made reports about your trips, vehicles, drivers, orders and finances. You choose a report, fill in its filters and Transportial builds the tables for you. You can then hide columns and download the result as an Excel file.

The tab has three sub-tabs: Insights (the ready-made reports described here), Reporting (see Build your own report with the query builder) and AI assistant (see Ask the AI assistant about your data).

Before you start

• The tab only shows when your platform has the Insights or Reporting feature and your role has the insight permission.
• You can hide the tab for yourself under Settings > User interface. If you do not see it, check that setting first.

Run a report

1. Click the home icon in the header to open the dashboard.
2. Make sure the view selector at the top right is set to Planning, then click the Insights tab.
3. Open the Select type of insight dropdown and choose a report, for example Fleet trips in date range.
4. Fill in the filters that appear for that report, such as a vehicle, a vehicle group, drivers or a location.
5. Pick the period in the calendar: click the first day, then click the last day.
6. Click Make insightful!. While the report loads you see Making insightful....

Available reports

The list is numbered in the dropdown. Which filters you see depends on the report.

Area	Reports	Filters
Fleet and vehicles	Fleet move actions in date range, Fleet trips in date range, Vehicle trips in date range, Vehicles trips in date range, Vehicle actions in date range, Vehicle utilization in date range, Trips daily report by date range	A single vehicle, or a vehicle group or fleet (default All vehicles), plus the period
Sensors and emissions	Vehicles sensor value by date, Vehicles CO2 values in date range, Vehicles idling & fuel cost in date range, Vehicles temperature compliance in date range	Vehicle group or fleet. The sensor report asks for a sensor Type and a Date Time instead of a period.
Drivers	Driver actions in date range, Drivers border transitions in date range, Drivers by vehicle in date range, Trips per driver in date range, Tachograph activities in date range	One or more drivers (Search chauffeurs...) and the period
Orders and trips	Per customer transport orders by date range, Consignments and their results by date range, Trip loading list by location and date range, Lane analysis in date range, Users reports by date range	The period; the loading list also asks for a location
Finance	Open invoices aging, Revenue per customer in date range, Quote conversion in date range	Open invoices aging has no filters; the others use the period

For Fleet move actions in date range you can also switch on Like a table. This merges all tables except the summary into one table.

Work with the results

The report name appears as the heading. Reports that cover several vehicles or drivers show a row of tabs, one per table, that you can scroll through. A totals row may appear at the bottom of a table.

Use the icons at the top right of the result:

• Columns shows a checklist to show or hide columns. Your choice is remembered per report in this browser.
• Download exports the visible columns to an Excel (.xlsx) file. Reports with several tables get one sheet per table.
• Settings (reports with several tables only) lets you tick Hide empty tables.
• Reload takes you back to the selection form so you can change the filters and run the report again.

If there is no data for your filters, or the report fails, click Reset to return to the form.