Creating Custom Trip Sheets Report Formats
Step 1 - Navigate To Custom Reports Page Setup and Edit a Custom Trip Sheet
A - Navigate to the Reports Screen
B - Go to the Page Setup Tab
C - Use the Edit Button next to the format that you would like to edit.
Step 2 - Customize Format of Trip Sheet
Within the pop-up that displays there are several options for customization of the format of the trip sheet.
A - Name - Fill this out to make it easier to identify what this custom trip sheet is used for.
B - Row Height - Controls the size of the rows in the trip sheet. A larger number will make for fewer trips per sheet, whereas a larger number will make for more trips per sheet.
C - Font Size - Controls the size of the font. A larger number will mean larger text on your trip sheet, a smaller number will mean smaller text
D - Time Format - Whether time should be displayed in standard 12hr time or 24hr time.
E - Print Layout - Changes how the trip sheet should be orientated when printing.
F - Header Text - Will display this text at the top of each trip sheet
G - Footer Text - Will display this text at the bottom of each trip sheet.
Step 3 - Customize the Content of the Trip Sheet
The bottom half of the pop-up is where you would control what data displays on the trip sheet and the layout of the columns within your trip sheet.
A- Column - Double Click and drag on any row to change the order of the columns on your trip sheet.
B - Column Width - This controls how wide each column is, with a larger number indicating a larger column size*.
*For the last column on your sheet, it will be as large as you have space remaining.
C - Field - Double click within each row to select what MediRoutes data element will display on the trip sheet.
D - Addl Field - In some cases you will want two values displayed within the same field. Double click within here if you would like two data elements displayed within the same field.
E - Header Text - This is what will display on the column header of your trip sheet.
F - Sub Header Text - A secondary header displayed in smaller text on your trip sheet.
G - Add Column - Use this if you would like additional columns added to your trip sheet
H - Delete Column - Use the bold red x icon to delete a column from your trip sheet.
I - Restore defaults - This will restore your format to the default MediRoutes Settings.
J - Once you have completed your customization, press OK to save your changes.
Step 4 - Previewing and Printing a Custom Trip Sheet
A - Navigate to Reports => Trip Sheet => Custom
B - Select the date range for your report
C - Press Get Report
D - Use the printer icon to send your report to paper or to create a pdf*.
Most of the Trip Sheet formats are landscape orientation. Make sure to adjust your printer settings to landscape within the printer dialog pop-up before printing.
Step 5 - Optional Trip Sheet Filters
These filters can be used if you would like. If you want your trip sheets to include all trips, do not select any filters.
A - Funding Source - Selecting a value from this list will filter your trips to only show trips from the selected funding source/s.
B - Vehicle - Selecting a value from this list will filter your trips to only show trips that were performed by the selected vehicles.
C - Employee - Selecting a value from this list will filter your trips to only show trips that were performed by the selected employee/s
D - Run - Selecting a value from this list will filter your trips to only show trips that were scheduled to the selected run/s
E - Vehicle Group - Selected a value from this list will filter your trips to only show trips that were performed by the selected vehicle/s
F - Other/Other1 - Selecting a value from this list will filter your trips to only show trips that have the selected other or other1 value/s
G - Space Type - Selecting a value from this list will filter your trips to only show trips that have the selected space type.
H - Customer Filter - Searching for a customer from this list will filter your trips to only show trips from the selected customer.
