Bring together the reports you need on a single report page. Give the page a name that describes its purpose. Report pages are shared across your customer account: saved changes affect more than just your own view.

Requirements and opening a report page

In the browser's side menu, open Dashboard → Report pages. Select the page you want to work on from the page selector at the top of the view. The Android and iOS apps do not provide management of these report pages; mobile Task Reports are a separate feature.

Creating a page, changing its name and description, saving report content, cloning, restoring the default view and deleting a page require administrator permissions.

Creating a new page through the UI, cloning and deleting a page also require the Add-ons for report pages feature to be activated for your customer account. Without the add-on, one report page is available. As an administrator, you can still change its details and report content and restore its default view.

Create a new report page

  1. Select Create new report page at the top of the view.
  2. Fill in the required Name and, optionally, a Description. Select Create new report page in the form.
  3. The new page is saved and opens as the selected page. It is initially empty. Select Add new report at the top of the page and drag the reports you want from the report selection onto the page.
  4. Open Settings from each report panel's title bar. Check the report's display format, time period and other filters.
  5. When the content is ready, select Control report page → Save the page at the top. You can also use the Save the page button that appears at the top.

Saving the page's name and description and saving its report content are separate actions. Submitting the creation form saves the page details, but reports added later must be saved separately. Save the page saves the reports' layout, sizes, data and filters.

To arrange the reports, select Control report page → Enable drag-and-drop, move the panels and save the page. For more information, see adding and arranging reports.

Change the page's name and description

Open the page selector at the top and click the pencil icon on the right of the row for the page you want. Change the name or description and select Save in the form. The change is saved immediately; this does not save changes you have made to the report panels.

Copy an existing page

If an existing page is suitable as a starting point, select it from the page selector. First save any unfinished report and layout changes using Save the page if you want to include them in the copy.

Select Control report page → Clone the report page. This immediately creates and saves a new page and separate copies of the original page's saved reports, including their settings and filters. Unsaved changes in the browser are not included.

The copy opens as the selected page and is automatically given a copy name, such as Maintenance (Copy). The page's description is also copied. If necessary, change the copy's name using the pencil icon in the page selector. Check the reports and filters, make any changes you want and save the report content. Changing the copy does not change the original page's report configurations.

Restore the latest order

Select Restore latest order at the top of the page to undo unsaved layout changes. This restores the panel layout stored in the browser when the page was opened or last successfully saved, and removes any unsaved report panels added since then.

This restoration applies to the panels' order and size. It does not restore report settings or filters, or bring back saved reports that have already been deleted. It also does not retrieve other users' latest changes. Restoring the layout does not itself save changes to the shared page.

Restore the Spotilla team's default view

Select Control report page → Restore the default view defined by the Spotilla team and read the confirmation before accepting it. This permanently deletes the selected page's current report configurations and replaces them with the Spotilla team's default reports, their layout and default settings. Your previous custom filters are not retained. The page's name and description are retained.

The change is saved immediately without a separate Save the page action and affects the shared page. It cannot be undone using Restore latest order. To keep the current set of reports and settings, save and clone the page before restoring the default view.

Delete a report page

Check the name of the page to be deleted in the page selector. Select Control report page → Delete report page and accept the confirmation only if the page is no longer needed. The deletion is saved immediately and removes the page and all its report configurations. After the last report page is deleted, a new default page opens with its default reports.

Deleting a page and restoring the default view remove report configurations. They do not delete tasks, service requests, Spots or other source data used in reports.

Verify the result

Wait for the message confirming that saving was successful. Open Report pages again, for example by reloading the browser view, and select your page from the page selector. Check the name, description, number of reports and layout, as well as the reports' settings and filters. Simply switching between pages in the same view does not verify that changes have been saved, because the browser keeps opened pages in memory.

Pay particular attention to the time periods in the clone and the restored default reports: the report you want may be included, but its filters may answer a different question. Filters are covered in more detail in report time periods and filters.