🗂️Creating and Exporting Custom Reports

We are continually building new and better reports in the OffshoreSMS fleet dashboard to give you access to more information about your fleet, your assets, and the people in it.

Our powerful reporting feature allows admin users to run reports on one or more assets or groups in their fleet, by log type.

"Exporting to CSV" exports the raw data into your devices default CSV manager (Microsoft Excel for example).

Restricted Admins can only build reports on assets that are in any groups they have been given access to.

Build your new report:

1

Go to Fleet Reporting

From your fleet home page, click the "Reports" icon in the left side menu to access the reports page:

2

Build the report you want to report on

In this case, we'll choose Maintenance history.

Select the log type and the asset/s or group/s to include, and click "Update Selected Assets"

If you select a group, or multiple groups, the report will include all assets and crew in that/those group/s. See Grouping Assets for more information.

3

Choose a date range

Select the period for the data to capture in the report. You can either choose the last week, month year, or set your own custom date range (start and finish dates), then select "Run Report".

4

Refine your report

The row along the top shows the totals in this report

Each log type will have different filters available, which can be manipulated using the "Filter by..." functions at the top of the page.

Use the "Select Columns" to show or hide columns as required.

Uncheck the "Summarise long Fields" to expand all text fields.

Use the "Trash Can" icon to remove line entries from this report. (Note: this only removes the data from this report. It will remain in the database for all future searches or reports).

5

Export your report

Clicking "Export to CSV" will automatically export the data into your device's default CSV handler (Excel for example) where you can further manipulate the data, or save and share with other parties.

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