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Dynamic Reports & Custom Dashboards

Self-Service Forms and Dynamic Reports with OneView

Self-Service Form Features

Standalone Templates

Start effortlessly with our sample selection of pre-made templates, including bill of lading forms, fuel purchase forms, order forms, expense forms, equipment rental agreements, and more.

Modify Existing Forms

Customize pre-made templates with a few clicks. Add or remove fields to ensure the forms perfectly suit your data collection needs.

Start From Scratch

Build forms from the ground up with our drag-and-drop interface. Effortlessly arrange layouts and add various form controls such as text fields, radio buttons, drop-down menus, signature capture, and more.

Permission Options

Built-in security measures allow you to assign permissions. Ensure only authorized individuals access or submit data, granting specific permissions to groups for full form access.

Dynamic Report Features

Dynamic Reports

Empower yourself with new reporting capabilities. Choose data fields on the fly for reports and combine data across multiple forms into a single, streamlined document for a comprehensive view of operations.

Automated Scheduling

Set up automated scheduling for reports via email and FTP/SFTP using the OneView platform. Ensure timely delivery of data files for quick and easy integration into third-party systems.

Permission Options

Seamlessly view, print, save, and email reports with built-in permission options, facilitating effortless collaboration and distribution among team members.

Customizable Forms

Utilize Existing Standalone Form Templates

Choose from a diverse selection of ready-to-use templates, including bill of lading forms, fuel purchase forms, order forms, expense forms, equipment rental agreements, and more.

Modify Existing Forms

Customize pre-made templates to align with specific requirements effortlessly.

Start From Scratch

Build forms from the ground up, choosing from a variety of form controls. Arrange layouts and incorporate specific functionalities to suit your specific needs, allowing complete customization and flexibility.

Personalized Reporting

Man with tablet outside
"Build Your Own Report"

Choose the data fields you want to see in your report.
Combine data from multiple forms into a single, streamlined document.

Sort Columns

Arrange columns in your reports to suit your preferred viewing format.

Automated Scheduling

Set up automated scheduling for reports, ensuring timely delivery and enhanced efficiency.

Sharing Options

Seamlessly view, print, save, and email reports, enabling effortless collaboration and distribution.

Ready to learn more?

Our dedicated staff is ready to connect with you to hear about your business and the unique challenges you face as you look to improve efficiencies while saving both time and money.

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