How to create a geofence based report

This article will outline how to generate reports based on data generated from a tracker that is located within a geofence. There are many use cases for this information, such as: vehicle idle times on work sites, vehicles speeds in areas of interest, etc.

Create geofence:

1. To start, you will need to create a geofence to isolate the data you are looking for. This is done in the geofence section of the site:
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2. You will then be presented with the geofence page, which let's you view, assign, and create geofences, show below:
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3. To create a geofence, click the "create" button. This give you the option to create multiple types of geofences: circle, polygon, or route:
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4. This step will demonstrate how to create each geofence specifically:
   1. For the circle geofence, start by clicking the centre of where the geofence need to be. Then click on the outer perimeter to complete.
   2. For the polygon, start by clicking on the map around the area where the geofence needs to be. Then continue to draw the area by clicking on the map. To complete the geofence, double click on the final point.
   3. For the route geofence, click on the map along the route of where you want the geofence. Then double click to complete. 
   4. See the video below for a guide:
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   6. To clear the drawn fence, use the 'clean' button shown in the video in the top right corner. 
5. Once the geofence has been drawn, click save. 
   1. This will bring up a menu that will let you adjust the name and other settings of the geofence.
   2. To ensure any data associated with the geofence is also associated to your vehicles, ensure the "Assign to item in groups" button is check, and the geofence is allocated to your groups.
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   3. Click save again to create the geofence.

Create reports:

1. The next step is to setup the reports to be generated. To do this, click on the reports button:
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2. This page will show you the current reports you have setup, and a list of Report Templates. If this screen is blank, please contact support.
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3. To create the report, click on "Report Templates":
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4. This screen will present with a list of template categories about the types of report you can generate:
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5. Click on the Fleet reports dropdown:
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6. Then scroll down to find the "Geofence Exceptions Report":
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7. Click on this report to start editing the parameters of the report:
   1. The first menu lets you choose the columns of data that will be present in the generated report. You can click "next" to leave these as default. 
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   2. The next menu let's you select where and when the data comes from, ie., filters the data:
      1. The "Date Range" drop down let's you choose the range from when the data is pulled at the time the report is generated. This happens when the report is generated, or at the scheduled time:
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      2. The "Group" filter let's you choose which groups the data is pulled from. For all vehicles, click the checkbox next to the word "Group":
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      3. The "Item" filter let's you choose which vehicles to pull the data from. To select all vehicles, click the check box next to the word "Item":
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      4. The next filter let's you choose which geofence's you want the data to be pulled from. This is data that is generated within the geofence. If your geofence does not show up here, you may need to edit the geofence to ensure it was added your groups. To select all the geofences, click the check box to the left of the word "Geofence":
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      5. This should be enough data to get a meaningful report. You can always come back and edit these settings once the report has been created. Click next to continue.
      6. The next menu let's you choose how the finished report is displayed:
         1. The default settings are usually appropriate:
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         3. Click next to continue.
      7. This final menu let's you rename and adjust the description of the report. This will help you identify what information you have selected in the report.
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         2. Once you have changed this as required, click "Finish Report". This will take you back to the "My Reports" page.
      8. From here, you can see the created report:
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         2. Click on the name to see the data generated by the report. Another window will popup and display the report with the data:
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            2. To export this data for use outside the platorm, click on the save button above the report. You can also change the file format using the drop down menu on the right:
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         3. To schedule the report, click on the clock icon:
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            2. A menu will popup showing scheduling details. This includes: which email the report is sent to, the subject of the email, the file format of the data, when the report is sent, and how often it is sent:
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               2. Once these settings have been adjusted as required, click save.

Done: the report based on geofence data is now created, showing information about vehicles interacting with geofence. If you have any questions, please email support via support@bigmate.com.au.