Reports generated from Crew Reports can be made available across the fleet based on the user role visibility and selected accounts, ensuring that the report is accessible only to authorized users.
- From the fleet homepage, click on the Modules menu and select Crew.
- In the Administration menu and choose Crew Reports.
- Click the three dots in the top right corner and select New Report.
- Decide whether the report will include:
- All crew members
- Active crew
- Non-active crew
- Provide a descriptive title for your report.
Enter a brief description to explain the purpose of the report.
- Apply Filter Conditions (Optional)
- Click Add Simple Condition to filter by a single criterion.
- Click Add Nested Condition to create more advanced filter combinations.
- Select the user roles and accounts within the fleet that will have access to the report.
- Choose the Report Columns\
Select the information you want to display in the report by checking or unchecking the available columns. You can also drag and drop the columns to change their display order.
- Set the Sort Order\
Choose whether the report should be sorted in Ascending or Descending order.
- Select a Sort by Field\
Choose the field used to sort the report.
- Group the Results (Optional)\
If required, group the report by Vessel, Status or other options available.
- Once you have successfully created a report, you can run it by clicking Reports in the top blue ribbon and selecting the Fleet Reports tab.
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