Reporting for Advanced Managers

Reporting: Evaluating Progress and Impact

By completing this reporting training program for RideAmigos Advanced Network Managers, you will be able to perform all major functions related to viewing and editing report data using RideAmigos.

  • Understand the basics of RideAmigos data structure as it pertains to reporting
  • Learn how to access the different types of reports available to network managers
  • Edit, filter, and sort report fields
  • Bookmark favorite reports for future reference

Estimated Time for Completion: 45 minutes

We recommend completing the User Management, Network Management, Incentives & Rewards, and Challenges modules prior to beginning this module. 

(Each lesson will open in a new window so you can easily return to this module.)

Lesson 1: Understanding RideAmigos Data Structure (~ 10 minutes)

To understand your reporting options it will help to first understand how data is stored within the RideAmigos system.

Assignments:

  • Browse through your site with an eye toward data objects and how different objects are created and connected.
  • Visit the edit pages for your networks and note how the object IDs appear in the corresponding page URLs.
  • If you haven’t already, create some additional data by setting up your commute (trip plan) in the My Commute widget and logging some trips via the trip logging widget.

Lesson 2: Reporting 101 (~ 20 minutes)

RideAmigos offers a multitude of network-wide and program-specific reporting options for Advanced Managers. Here’s where to start.

Assignment: 

  • Visit Manage > Management Dashboard > (Select Your Network) > Reports > Users
    • Add the created column and click to sort your report by created date.
    • Add a filter to the created column to only view users created in the past week.
    • Bookmark this report using your web browser for quick future access.
  • Visit Manage > Management Dashboard > (Select Your Network) > Reports > Triplogs
    • Click the “Updated X ago” text to refresh the report results.
    • Add the origin, destination, and source columns.
    • Sort by the Date Time column then filter to dates from the past month.
    • Click the Report Actions > Mode Breakdown button to see your report’s mode stats.
    • Export your report to an Excel file.
  • Visit some report pages from your example (or real-life) programs and practice accessing sub-reports, downloading reports,  adding and removing columns, and familiarizing yourself with what information is available where.

Lesson 3: Trip Plan Reports and Heatmaps (~ 10 minutes)

System Trip Plan and Trip Search reports offer additional visual reporting tools, such as heatmaps.

Assignment: 

  • Visit Manage > Management Dashboard > (Select Your Network) > Reports > Trip Plans
    • Use the map view to find and zoom in on an area with data.
    • Try out the different data visualization options
    • Test the ability to filter results by coordinate by defining origin or destination areas on the map.

Lesson 3: The Reporting Lexicon (~ 5 minutes)

Sometimes it can be difficult to remember which fields appear on which objects and what they mean. Don’t feel like you have to read each line of the lexicon, just review it and make note of its availability as a reference document.

Assignment: 

  • Re-visit Manage > Management Dashboard > (Select Your Network) > Reports > Users
    • Explore some of the additional columns available, such as modes, updated, last login date, etc.
    • Edit the report’s date range to only view trips logged for the past week.
    • Add the Alternative Miles and Dollars Savings columns.
    • The resulting report will show you the Alternative Miles logged and the Dollar and CO2 savings for the past week for each user’s logged trips.

Module Review

After completing all of the assignments for this module you should have created the following:

  • Bookmarked Users created in the past week report