Overview

The Daily group report is an Excel based emailed report which contains a daily summary and a daily vehicle breakdown for each vehicle in a group for the previous days activity. By default, this report is turned off but as like many Quartix reports, you can manage and set this up online using your administration at any time
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This article will provide a walk through in how to set this up for each of your groups on your account.

Where to find the Daily group report

Login with your administration access details and select Configuration > Groups

Setting up your Daily group report


Once you have selected the 'Groups' option you will be presented with your list of groups, similar to the below.


From here there are 2 ways in which you can manage/set up your Daily group report. 

Edit Group
Run your cursor over the group name you wish to create the report for, you will then be presented with 3 icon options as shown below.

When selected you will see the edit group screen as shown below, scroll to the bottom of this page where you will see an empty tick box labelled as 'Daily log'.


To populate the set up fields simply tick the 'Daily log' box, this will then generate additional fields which require populating.


 - Run time: This is the time your report will be generated on our systems (Note: This is not the time it is sent/received although it will be shortly afterwards)
 - Next due date: This will auto populate to the day after
 - Email to: Enter your you recipient(s) in here (Note: You can multiple email
addresses if required, these should be separated with a ; and no spaces between)

 - Email cc: As above
 - Include Saturdays & Include Sundays: These are optional fields to include these days as part of the report as they do not form part of the standard working week. The majority of Quartix customers have these included so these will be selected by default

Cancel/Update: To save your changes click the green 'Update' button or disregard any changes and exit click on the white 'Cancel' button.

Group details

Run your cursor over the group name you wish to create the report for, you will then be presented with 3 icon options as shown below.

The 'Group details' option is shown as the left side icon and shown as an eye. When selected this will take you to a summary overview of the selected group, similar to the below image.

In the example above you can see the Daily log is not active, this is highlighted as a cross. In order to edit the group from here, select the pencil icon located on the grey bar towards the top right of the page.

This will then take you to the 'Edit group' screen where the steps remain the same as shown earlier in the article.

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