Reports are accessible from the Reports module of the Unity application.
Follow the steps below to create a Report:
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Log in to Unity Warehouse IoT
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From the Navigation Panel at the top, click the Reporting module
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Type in the Search Folders or Search Text fields to locate the desired report name
If you do not know the name of the report click on any of the Report folders, e.g. Events to see a list of reports in that category, e.g. Impact Rate Report
- Click the desired Report name
note "" Note: The report details defaults to yesterday and todays date range.
- To access additional report parameters, click the Input Controls button
- Select the desired Report Period parameters, options include the following:
| Date Range Option | Description | Works with Week/Month/Year Dropdown | Scheduled Report Behavior |
|---|---|---|---|
| Current Week | Data from Sunday of the current week through to today | No | Dynamically updates each week |
| Last 7 Days | Rolling 7-day period ending yesterday | No | Dynamically updates each day |
| Last Full Week | Previous complete week, Sunday through Saturday | No | Dynamically updates each week |
| Current Month | First of the current month through to today (month to date) | No | Dynamically updates each month |
| Last Full Month | Previous completed calendar month | No | Dynamically updates each month |
| Week of Current Year | A specific week of the current year | Yes — select one week only | Always returns the selected week |
| Month of Current Year | A specific month of the current year | Yes — select one month only | Always returns the selected month |
| Year | A specific year | Yes — select one year only | Always returns the selected year |
- The Custom Date Range option allows you to define a specific start and end date, giving you the flexibility to report on any date range not covered by the standard report period options.
note "" Note: When scheduling a report using a custom date range, the schedule will always return data for that fixed date range rather than dynamically updating over time. This option is best suited for one-off or ad hoc reporting needs.
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The Column Selector allows you to add or remove columns as needed, with the option to select all if required. The total number of selected columns is displayed at a glance. Default columns appear at the top of the list, followed by optional columns in alphabetical order.
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Select specific Groups to include in your report, or leave the selection empty to include all groups. Use the sort option in the top right corner to organize the group list in your preferred order.
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With Group Selection, choose how you want data grouped in your report from the four available options. One option must always be selected, with Vehicles or Operators selected by default.
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You can narrow down your report data by selecting specific vehicles, operators, compliance shifts, or other report-specific criteria such as Severity. Filters help condense your results to show only the data most relevant to you. Available filter options vary depending on the report.
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Click the Close button
Reports update in real time as you adjust input controls. Columns can be reordered and headers renamed to suit your needs. Use Save As to create a personal (My Reports) or shared (Public Custom) report — once saved, the option to schedule the report becomes available.
note "" Note: Read-only users can make changes and export the report but are unable to save customizations.
- View the report details
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Click the Cancel button to return to the Reports Home Page
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Click the Export button to export the report (formats include: Excel, PDF, PNG)
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Click the Save button once a change has been made to the report, such as reordering or renaming columns or adjusting input controls. Saving creates a custom report that can be stored as a personal (My Reports) or shared (Public) report.
Note: Read-only users do not have access to the Save function.
tip "" Tip: Only users with Edit permissions will see the Schedule button.