History & Reporting
History and Reporting have now been consolidated into one tab!
Enter the Reporting Tab from the left side menu.
Set a Custom Date Range at the top.
Select Routes for a list of Routes
Select Favorites to view a list of Favorites.
Select History to view and delete past Check-Ins.
Select the wrench icon for more Date Settings.
Items that have been Archived or Deleted will not automatically appear unless you have toggled on the option to do view these items.
Select the gear Settings icon at the top right.
Toggle on/off Show Archived Items or Show Deleted Items.
To download/export a spreadsheet of all your selected data, select the download arrow icon.
All data in your selected date range will download in one single spreadsheet in separate tabs:
Routes - view a list of all Routes and Route data
Favorites - view of a list of Favorites and Favorite data
History - view of a list of History items including check-in data
Stops - view a list of Stops in order on each Route
Schedules - view a list of schedule data
You can also download a spreadsheet for an individual route.
Select the three vertical dot action icon.
Check-Ins are the core of reporting data in RoadWarrior. Drivers can Check-In to Stops when they arrive and leave notes about the process, all from the RoadWarrior mobile app.
A Check-In is a record of when a Stop is completed by a Driver. Stops can be Checked-In from any mobile device or web app by selecting a Stop, then clicking Check-In.
Checked-In Stops will appear with a grey checkmark pin and move to the back of display priority, and will sync across devices.
The most complete place to view Check-Ins is the History.
How do Drivers Check-In?
Drivers can Check-In from their mobile app by tapping any Stop, then tapping Check-In.
How do I export Check-in Data?
RoadWarrior allows you to export .xlsx reports of your History, Routes, and Favorites from the Reporting Tab in the Flex web app. See above for reporting download instructions.
After 4 months of inactivity on a saved item, Routes are automatically archived. They will still show up on the device that had used/created them, but will not appear automatically on new added devices upon login. This occurs to prevent your app from using too much data in the initial data download process, potentially crashing out.
Restore archived and deleted Routes with the Reporting tool:
Open the Reporting Tab from the left side navigation
Set the start date to the month before your oldest Route was created.
Note: if you are not seeing results you may need to toggle on Show Archived Items or Show Deleted Items by selecting the gear icon at the top right.
Archived Routes show with a yellow arrow under the Restore column.
Select the arrow to restore the Route.
Deleted Routes show with a red arrow under the Restore column.
Select the arrow to restore the Route
Delete History items with the Reporting tool:
Dispatchers can delete History items from the web app.
Select the three vertical dot icon next to the History item that needs deleted.
Select Delete Item.