Creating a Report

Modified on Thu, 30 Oct at 1:57 PM

This guide will walk you through the simple process of creating a new, blank report on the Insytly platform.


Step-by-Step Guide:

  1. Begin by clicking the [+ Create] button, located in the main navigation bar on the left side of your screen.

  2. A pop-up menu will appear. Select "Report" from the list of options.

  3. You will be asked to choose a template. If this is your first time, the only option will be "Blank Template". Select this and click the Next Page button.

  4. Next, you must name your new report (e.g., "Weekly Fleet Status") and select an icon to represent it.

  5. Click the Build button.

What's Next?

You have successfully created a new, blank report!

Your new report will now appear in your main navigation bar under the "Reports" menu, ready for you to customise.

It is currently a blank canvas. Your next step is to add your KPIs, charts, and configure the device tables. To learn how to do this, please follow our next guide:


➡️ How to Edit and Configure Your Report Page

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