Understanding Input Controls

This article explains each input control available when generating reports, using the Usage Detail Report as an example. While the same core logic applies across most reports, the specific filters and options available may vary depending on the report you're using.

At a Glance

CONTROL	WHAT IT DOES
Report Period	Sets the reporting date range.
Custom Date Selection	Uses a fixed start and end date.
Report Selector	Selects the Usage Detail report variation.
Group By	Chooses the fields used to group results.
Detail Column Selector	Adds or removes detail columns.
Hard Bypass Flag	Filters results by True or False.
Groups and Group Selection	Limits results to selected groups and defines which vehicles and operators are displayed.
Compliance Shifts	Limits results to selected shifts.
End Method	Limits results by end method.
Include / Exclude	Includes or excludes specific vehicles or operators.

Choose the Report Period

Select the period you want data returned for. If you choose Week of Current Year, Month of Current Year or Current Year, use the Week/Month/Year field to select the exact period.

Before You Begin: For scheduled reports, use a relative report period so the date range moves forward automatically. Avoid fixed week, month, year, or custom date selections — these return the same selected week, month, or year every time the report runs. They're best suited to ad hoc reporting and are not recommended for scheduled reports.

Custom Date Selection

Select a defined start and end date. This is also best suited to ad hoc reporting. If it is used in a scheduled report, the same date range and data set will be returned each time.

Follow the steps below to access input controls for a report:

Log in to Unity Warehouse IoT
From the Navigation Panel at the top, click the Reporting module
Click the desired Report name

To access additional report parameters, click the Input Controls button

Select the date range for the report

The Report Selector combines the six Usage Detail report variations that were previously available as separate reports. Select the required variation using the radio buttons. Each option keeps the familiar base configuration while allowing you to adjust the filters and columns.

Select the report variation

Group By

Group By determines how the report data is organized. Each report variation has a predefined grouping, but you can change it. For example, Operator Usage Detail defaults to Operator and Operator Class. You can remove a default field or add a different grouping field.

Configure group by options

Default grouping for Operator Usage Detail.

Report output using the default grouping.

Example of a customized Group By selection.

Report output after changing the grouping.

Detail Column Selector

The Detail Column Selector controls which detail fields appear in the report. Keep the default columns or add and remove fields as needed. In the report output, detail columns appear to the right of the vertical grey line.

Configure detail column selector options

Detail columns displayed to the right of the vertical grey line.

Hard Bypass Flag

By default, both true and false values are included, which means no specific Hard Bypass selection is applied.

Choose True or False to limit the results

Groups

Select one or more groups to limit the returned data. If no group is selected, all groups are included.

Select one or more groups

Group Selection

The default group selection option is Vehicles or Operators in these groups.

Choose how vehicles and operators in the selected groups should be applied

Compliance Shifts

If no shift is selected, all shifts are included.

Select one or more shifts to limit the results

End Method

Select the end methods to include in the Usage Detail report results.

Include or exclude vehicles and operators

Use these fields to include or exclude specific vehicles or operators from the report results.

Include and exclude filters for vehicles and operators.

Best practices

· Use relative date periods for scheduled reports so the reporting window moves forward automatically.

· Use fixed week, month, year and custom date ranges for ad hoc analysis.

· Start with the predefined report variation, then adjust Group By and Detail Column Selector only where needed.

· Leave a filter blank when you want all available values included.

· Review the report output after changing grouping or detail columns to confirm the layout meets your needs.