Generating Reports

Overview

The Reports feature in ManageNEMT allows users to generate detailed reports based on various parameters. This guide will walk you through the process of creating and downloading reports.

Steps to Generate a Report

1. Access the Reports Section

• On the left sidebar, click "Reports" to open the Reports page.
  

2. Create a New Report

• On the right side of the Reports page, click the "Create Report" button.

• A dropdown menu will appear with different report types.

• Select the desired report type from the list.

3. Configure Report Settings

• After selecting a report type, a report dialog box will open.

• Here, you can set various parameters such as:

  • Filters

  • Time period

  • Visual appearance

• Once all settings are configured, click "Create" to start the report generation process.

4. Wait until report status is "Completed"

• The newly created report will appear in the table in the middle of the Reports page.

• The report will initially have a processing status.

• Wait until the report status changes to "Completed".

5. Preview or Download the Report

• Once the report status is "Completed", two buttons will appear on the right side:

  • Preview (eye symbol)  – Click to view the report directly within the platform.

  • Download (arrow symbol) – Click to download the report to your device.
    

Additional Notes

• Depending on the report type and data size, the generation process may take some time.

• If a report fails, try adjusting the filters or time range and generating it again.

• If the report has incorrect timezone settings, logo, or other company-related details, update your Company Settings by following this guide: Configuring Company Information.

• If you experience issues, contact ManageNEMT Support for assistance.

By following these steps, you can efficiently generate and access reports to analyze your transportation data in ManageNEMT.