iWAREHOUSE GATEWAY® Online Help [printed version]

Overview 4
Welcome to iWAREHOUSE GATEWAY Help 5
Table of Contents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .5
Index . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .6
Search . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .6
Filter and Column Glossary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .7
Login 8
Select a Company . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ........................................ . .8
Components and Navigation 9
Header . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. .. . .. . .. .. . .. .. . .. . . . . . . . . . . . . . . . . . . . . . .9
Module Navigation Bar . . . . . . . . . . . . . . . . . . . . . . . . . . .. .. . .. . .. .. . .. .. . .. . . . . . . . . . . . . . . . . . . . . . .9
Dashboard Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. .. . .. . .. .. . .. .. . .. . . . . . . . . . . . . . . . . . . . . . 10
Footer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. .. . .. . .. .. . .. .. . .. . . . . . . . . . . . . . . . . . . . . . 11
Contact Us . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. .. . .. . .. .. . .. .. . .. . . . . . . . . . . . . . . . . . . . . . 11
Report Types . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. .. . .. . .. .. . .. .. . .. . . . . . . . . . . . . . . . . . . . . . 12
List View Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. .. . .. . .. .. . .. .. . .. . . . . . . . . . . . . . . . . . . . . 12
Chart View Reports . . . . . . . . . . . . . . . . . . . . . . . . . . .. .. . .. . .. .. . .. .. . .. . . . . . . . . . . . . . . . . . . . . 14
Snapshot Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. .. . .. . .. .. . .. .. . .. . . . . . . . . . . . . . . . . . . . . 15
Filter Pane . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. .. . .. . .. .. . .. .. . .. . . . . . . . . . . . . . . . . . . . . . 17
Filter Vehicle List . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. .. . .. . .. .. . .. .. . .. . . . . . . . . . . . . . . . . . . . . 18
Filter Operator List . . . . . . . . . . . . . . . . . . . . . . . . . . . .. .. . .. . .. .. . .. .. . .. . . . . . . . . . . . . . . . . . . . . 19
Export a Filtered List . . . . . . . . . . . . . . . . . . . . . . . . . . . .. .. . .. . .. .. . .. .. . .. . . . . . . . . . . . . . . . . . . . . . 20
Responsive Layout . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. .. . .. . .. .. . .. .. . .. . . . . . . . . . . . . . . . . . . . . . 20
Tool Tips . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. .. . .. . .. .. . .. .. . .. . . . . . . . . . . . . . . . . . . . . . 21
Zoom . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. .. . .. . .. .. . .. .. . .. . . . . . . . . . . . . . . . . . . . . . 21
Breadcrumbs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. .. . .. . .. .. . .. .. . .. . . . . . . . . . . . . . . . . . . . . . 22
Landing Page . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. .. . .. . .. .. . .. .. . .. . . . . . . . . . . . . . . . . . . . . 22
Omni-Filter . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. .. . .. . .. .. . .. .. . .. . . . . . . . . . . . . . . . . . . . . . 23
Automate Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. .. . .. . .. .. . .. .. . .. . . . . . . . . . . . . . . . . . . . . . 23
Automated Report Summary . . . . . . . . . . . . . . . . . . . .. .. . .. . .. .. . .. .. . .. . . . . . . . . . . . . . . . . . . . . 23
Create . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. .. . .. . .. .. . .. .. . .. . . . . . . . . . . . . . . . . . . . . 23
Rename . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. .. . .. . .. .. . .. .. . .. . . . . . . . . . . . . . . . . . . . . 24
Edit . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. .. . .. . .. .. . .. .. . .. . . . . . . . . . . . . . . . . . . . . 24
Activate or Inactivate . . . . . . . . . . . . . . . . . . . . . . . . . .. .. . .. . .. .. . .. .. . .. . . . . . . . . . . . . . . . . . . . . 24
Delete. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. .. . .. . .. .. . .. .. . .. . . . . . . . . . . . . . . . . . . . . 25
Email Addresses. . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. .. . .. . .. .. . .. .. . .. . . . . . . . . . . . . . . . . . . . . 25
Add Email Addresses 25
Subscribe or Unsubscribe to Email Addresses 25
Remove Email Addresses 26
Settings 27
User Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27

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Passwords . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27

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 iWAREHOUSE GATEWAY® Online Help [printed version]

Overview
The iWAREHOUSE GATEWAY® system (called "GATEWAY"
throughout the Help) enables real-time material handling
equipment information and operator metrics to be viewed and
analyzed through a single web portal. The GATEWAY Dashboard is
the entry (home) screen which gives a high level overview of the
system as data is uploaded from the iWAREHOUSE® system. The
available modules are:
• Components and Navigation
• Glossary
• What’s New in GATEWAY Help?

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Table of Contents

Welcome to iWAREHOUSE Table of Contents

GATEWAY Help The Help Table of Contents opens in the left pane in outline form
when you select the "Contents" button from the menu bar. An
example Help Table of Contents pane is shown below:
To access the context sensitive Help topics delivered with the
iWAREHOUSE GATEWAY® system:
• Select your name in the top right side of most GATEWAY pages
• Select the "Help" link at the bottom of each module’s
drop-down list
• Hover your cursor over a filter
In some browsers, the Backspace key or back arrow button returns
to the previous Help topic that was viewed, and the shift +
Backspace key or back arrow button moves forward through the
topics.
Please send questions, comments and feedback to
publications@[Link].

After the left Table of Contents pane opens, select one of the closed
book icons to drill down to the desired topic.

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Index

Index Search
The Help Index opens in the left pane of the Help window when you To search for a term or phrase, select the Search button from the
select the Index button from the menu bar. An example Help Index menu bar at the top of the Help window. An example Search pane
pane appears below: appears below:

Type all or only the beginning letters of the Index entry to find, or
scroll through the list of entries. When you locate your topic, select The numbers in the figure above correspond to the numbers below:
it to go directly to that topic.
1. Search word(s)
Type the term on which to search, then select "Go."
To search for an entire phrase, enter the phrase in quotes. For
example, to search for the phrase "deadman hours," enter it as
"deadman hours" and include the quotes. If you enter it
without the quotes, the search also finds entries such as
"dead," "hour," "hourly," "hours," etc.
2. How the searched words are displayed
Select the check boxes to determine your search results. You
can show the results that include all the search words that you
entered, and you can choose to highlight the search term(s) in
the resulting text, if desired.

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Filter and Column Glossary

3. Search results per page In the example, "Actual Deadman Hrs" was selected in the Term:
To change how many search results appear in the list, change section. The definition of "Actual Deadman Hrs" appears below it in
the "Search results per page" number. The default is ten. the Definition: section. Notice that the information in the right pane
remains unchanged.

Filter and Column Glossary

GATEWAY filters and columns are defined in the Glossary in
alphabetical order. Follow the steps below to access the Glossary
tab:
1. From within the GATEWAY system, select your name in the top
right side of most GATEWAY pages. Select "Online Help." The
GATEWAY Help window opens.
2. Select the "Glossary" button at the top of the Help window.
3. Select an entry from the Term: section in the left pane. The
definition appears in the Definition: section at the bottom of
the left pane. The example that follows shows the Glossary in
alphabetical order.

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Select a Company

Login
Access The Raymond Corporation URL at
[Link]
During times when the GATEWAY system is being maintained, a
message window will open indicating additional information about
the maintenance and approximately when the system will be
available.

Select a Company
To view data for a different company, follow the steps below:
1. Select your name in the top right side of most GATEWAY pages.
2. Select "Select Company."
3. Select a company from the "Available Companies" drop-down
list.
4. Select the "Submit" button.

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Header

Components and Navigation • 0002 (19)

The Dashboard is the starting point for reporting and analysis. Module Navigation Bar
From the Dashboard you can select and review list and chart
reports. Each module in the GATEWAY system has its own tab at This bar shows all modules available in the GATEWAY. Other
the top of the Dashboard. Reports can be added and removed from administration type information such as settings, Help
the Dashboard to continuously meet your business needs. documentation, logout, and more are available when you select your
name on the right side of the bar.

Header 1
2

Select the labels below to expand the description:

This top-most header on the GATEWAY system contains the
company name and the fleet quick numbers. 1. Module Menus
Select a module from the navigation bar, then select a report
from the submenu.
1 2
2. Your user name
Select a label from the list below to expand its description: Located in the upper right corner of most report screens. Select
1. Company Name to show the following list:
Name of the company currently being viewed. • What’s New: Current and previous updates to the GATEWAY
2. Fleet Quick Numbers online Help

Facility, vehicle, and operator totals for the selected company. • Contact Us: How to contact The Raymond Corporation
These numbers should match the Vehicle and Facilities filters • Online Help: Opens at the Start page for GATEWAY Help
in a report’s Filters pane. information
Example: • Video Help: The e-Learning management system provides
If the Fleet Quick Numbers showed "Vehicles 70" and an overview of the use and purpose of each GATEWAY
"Facilities 2." If the 70 vehicles were broken down by type in module. Log into the GATEWAY. Select your user name in
the Filters pane under the Vehicle filter, they might list: the upper right corner of the GATEWAY web pages, then
select “Video Help.”
• Counterbalanced (41)
• PDF Help: Opens the entire GATEWAY Help as a printable
• Orderpicker (1) PDF file
• Pallet Truck (10) • Select Company: Changes the reporting company.
• Reach (18) • Settings: Various user and dealer settings. For example,
The Facilities filter might also be broken down to show the change password, automated report summary, and user
number of facilities followed by the number of trucks at each preferences.
facility. It might be broken down as: • Logout: Logs the current user out of the GATEWAY system.
• 0001 (51)

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Dashboard Reports

Dashboard Reports Example:

If you select a point on the Dashboard’s iIMPACT Trend Impacts
The first time each user accesses the GATEWAY, a sampling of report, then the iIMPACT List Impacts report opens. This same
default GATEWAY reports appears on the Dashboard. Those reports report can also be accessed using the iIMPACTS > List > Impacts
can be edited, deleted, or hidden, or new reports can be added on a submenus.
user-by-user basis for each company that the user has permission
Enlarge Dashboard Reports
to access.
Dashboard reports can be enlarged and displayed as the only report
Select a label from the list below to expand its description:
on the page. Select the enlarge icon, , to enlarge a report.
Rearrange Dashboard Reports Resize Dashboard Reports
Each report on the Dashboard can be dragged and dropped to a new
The height and width of dashboard reports can be changed. Select
Dashboard location.
and hold the resize icon, . Drag the report to its new size.
1. Move your cursor over the header of the report you want to
move. The cursor changes to this image. Hide Dashboard Reports Temporarily
2. Select the header of the report and drag the report to the new Dashboard reports can be hidden under the Widget icon in the
location, then release the report. upper right side of the Dashboard. All customized filters for the
reports are saved. To temporarily hide a Dashboard report, select
Tip:
the hide icon, , on that Dashboard report.
Reports cannot be moved to the bottom of the page. Instead, move a
report between two existing reports, then drag reports up until the Delete a Dashboard Report
desired report is on the bottom. 1. Hide the Dashboard report you want to delete in the Widgets
hidden reports list.
Add a Dashboard Report
2. Select the Widget link.
The same report with different filters can be added to the
Dashboard. To add a new report to the Dashboard: 3. Select the trash can icon next to the report you want to delete.
1. Open a report. Return a Hidden Dashboard Report
2. Select the "Add to Dashboard" link in the upper right corner of Select the Widget link in the upper right corner of the Dashboard.
the report page. Select the return hidden reports icon, , to return a report to the
3. Make changes in the Filters window. Dashboard.
4. Select "Add to Dashboard." Reset Default Dashboard Reports
Select the Widget link in the upper right corner of the Dashboard.
Dashboard Links to GATEWAY Reports
Select "Reset Dashboard" at the bottom of the list.
Some of the Dashboard reports are linked to other GATEWAY
reports. Select a point on a chart or graph report, or a blue link in a Show Dashboard Filter Settings
column on a list report to activate the link. If an additional report is To show the filter settings for each report, hover your cursor over
available, then the new report opens providing more details about the report. The filters for that report briefly appear at the bottom of
the selected point. Usually the report that opens can also be the report as in the example below:
accessed from a module tab as well.

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Footer

Resources to contact if you need sales or service help, or to

locate a Raymond location anywhere in the world.

To display the filters for a longer period of time, place the cursor
directly on top of the filters. Contact Us
Edit Dashboard Filter Settings
You can contact The Raymond Corporation with issues (login
The filters on a Dashboard report and the hidden reports listed
questions, data and reporting, entering or reviewing a claim, report
under the Widget link can be changed. Select the edit icon, , to
data anomalies, etc.) through any of the Contact Us links described
open the Widget Settings window and change the filter settings.
below:
Copy a Dashboard Report
Contact Us on the Login Page
The reports (widgets) on the Dashboard can be copied, changed, and
You can access the Contact Us link to contact The Raymond
then added to the Dashboard. This allows Dashboard reports with
Corporation before you log into the GATEWAY.
similar data to be created easily.
1. When you access the GATEWAY, the Login window opens.
1. Select the edit icon, , to open the Dashboard Report Status
window. 2. Select "Contact Us" in the upper right corner of the window.
2. Select "Create a Copy" at the bottom of the window. The copy is 3. In the Contact Us window, enter the information into the fields.
added to the Dashboard with the word "Copy" after the name. You have multiple chances to enter the exact captcha code that
3. Select the edit icon, , on the Dashboard again to change and you see in the window. If you exceed the number of allotted
rename the copied report. tries, a message appears to contact your local Raymond Sales
and Services Center. Enter your zip code into the new window
4. Make your changes, then select "Update Widget."
to find a local Raymond Sales and Service Center for additional
assistance.
Footer 4. After the fields on the Contact Support window are entered
successfully, select "Submit" to send your request.
The information at the bottom of the GATEWAY, in the dark gray
Contact Us at the Bottom of a Report
area, includes the following:
You can access the Contact Us link to contact The Raymond
• Recent Activity Corporation from the bottom of each GATEWAY report.
The last few reports or menu options accessed by the current 1. Open a GATEWAY report.
user.
2. On the right side of the gray area at the bottom of the page is
• Most Popular the Need Help? section.
The top five reports or menu options that users access in 3. Select the "Contact Us" link.
general.
4. In the Contact Support window, select the reason for
• Related Links contacting The Raymond Corporation from the drop-down list.
Links to The Raymond Corporation, the GATEWAY Help, and 5. Enter a description of the issue.
iWarehouse information.
6. Select "Submit" to send your request.
• Need Help?
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Report Types

Contact Us from your Name List View Reports

You can access the Contact Us link to contact The Raymond
Corporation from the bottom of each GATEWAY report. List view reports enable you to customize the information and
organization of the report. The numbers in the example List view
1. Select your user name located in the upper right corner of report below correspond to the descriptions that follow.
most report screens.
1 2 3 4 5 6 7 8 9 10
2. Select "Contact Us."
3. In the Contact Support window, select the reason for
contacting The Raymond Corporation from the drop-down list.
4. Enter a description of the issue.
5. Select "Submit" to send your request.

Report Types
The types of reports available in the GATEWAY are:
• List View Reports
• Chart View Reports
• Snapshot Reports

11 12 13

Select a header below to expand the description:

1. Show # entries
Select the arrow to choose how many rows to display per page.
2. Show or Hide Columns, Show or Hide Column Groups
Enables you to customize a report to show only the
information you want to see.
a. Show (Hide) Columns: Shows all report column names that
can be added to or removed from a report. When selected, the
column names appear above the report header as in the
example below:

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Report Types

Select the column name(s) to add to or remove from the report. 5. Add to Dashboard link
Column names that are grayed out do not show in the report. Select the Add to Dashbaord link in the upper corner of the
Select "Hide Columns" when finished to hide the list of column report to add a new report to the Dashboard.
names.
6. Automate Reports
Note: These selections clear when you navigate away from this
report. Select to schedule reports to download at predefined intervals
and to send automatically to predefined email addresses. See
c. Show (Hide) Column Groups: In some reports, ‘Show Column Automate Reports.
Groups’ appears next to Show Columns. These groups are
predefined groups of columns that can be hidden from the 7. Advanced Search
report all at once. Select to list more details about a column.
Select "Show Column Groups," located above the report Example 1: Wild cards
column header, to expand a drop-down list of columns which The % (percent) or * (asterisk) can be used as a wild card.
have been grouped together by common characteristics. For If you entered 9%8. The search would find anything that
example, if the Calculated group is selected from a list, then all begins with "9" and ends with "8" that has 0 or more
the columns that have been created using a calculation are characters in the middle. These would match: 98, 923458.
hidden from the report. Select "Hide Column Groups" to These would not match: 098, 980, 9234587.
collapse the list. (The list will not hide if you select a location
within the report. You have to select "Hide Column Groups.) Example 2: Find anything that matches
The items in the list act as a toggle. To redisplay the columns If you entered 98. These would match: 198, 7980, 980, 98.
on the report, select the same item in the list. This would not match: 918.

The difference between Show or Hide Columns and Show or Example 3: Find exactly what matches
Hide Column Groups is that Show Columns displays all If you entered "98" (with quotes). Only 98 would match. 198 or
columns available for that report at the top of the report. You 981 would not.
can then select which columns to show or hide in the report Example 4: Find one OR the other
one column at a time. The Show Column Groups options lists This search finds matches for either the left or the right side of
predefined groupings of columns. the OR. (The pipe character, "|", is a more technical
3. Sort columns alternative.)

Select a column heading in a list report to sort a column in Note: The search criteria must be typed exactly as
ascending or descending order. The arrows on the right side of space-OR-space for the search to work correctly.
the column heading indicate the current sort order. If you entered "1%6" OR 98. These would match: 16, 123456,
= Column is not currently sorted. 198, 7980, 980, 98. These would not match: 016, 160,
1234567, 918.
= Column is sorted in descending order (highest to lowest).
8. Search all columns
= Column is sorted in ascending order (lowest to highest).
Enter the first few letters, words, or numbers of the
4. Resize columns information to view. The system searches as the information is
Hold the cursor on a vertical line between two columns. When entered. To enter multiple search criteria, add a space between
the cursor changes to two vertical lines with an arrow, drag the the entries. For example, "item1 item2 item3".
column to the new size. 9. PDF CSV XLS PRINT

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Report Types

Export reports as a PDF, CSV, or XLS file, or they can be • Bubble reports: Used primarily in the iIMPACT Survey
printed. Follow the steps below to select the export option in Impacts. This allows three dimensions of information to be
which to save or print a report: plotted. For example, deadman hours (x-axis), number of
a. Open a report. recorded impacts (y-axis), and number of vehicles (diameter of
bubble).
b. In the upper right corner of the report, select the type of file
• Plot Chart reports: Used primarily in iBATTERY Survey Detail
to download, or select to print.
An example chart view report appears below. Each component in
c. Follow the on-screen steps to download, view, or print the
the example is numbered. A description of each component and how
report.
to navigate within the report is described after the example:
10. Help? 3
4
1 2
Select to open Help information for the current report.
11. Showing [starting #] to [ending #] of [total #] entries
Shows the current position within the results, and how many 5
entries are displayed out of the total number of available
entries.
12. First, Previous, Next, Last
Enables you to select which report page to display:
• "First" Displays the first page of entries.
• "Previous" Displays the previous page of entries.
• "1, 2, 3, ...." Displays a specific page of entries.
• "Next" Displays the next page of entries.
• "Last" Displays the last page of entries.
6
13. Links such as "Add Comment"
Column data in blue text is usually a link to another window or 1. Add to Dashboard link
to a drill down report. In the example, select "Add Comment" to
Select the Add to Dashboard link in the upper corner of the
add a free format comment for the report entry.
report to add a new report to the Dashboard.
2. Automate Report
Chart View Reports
Select to schedule reports to download at predefined intervals
Some reports display in a chart view. Each chart view type report and to be sent automatically to predefined email addresses.
looks a little different, but they all contain similar information, See Automate Reports.
navigation, and customization techniques. Most chart-type reports
3. IMAGE PDF CSV XLS PRINT
include:
Reports can be exported as an IMAGE, PDF, CSV, or XLS file,
• Line reports: Used primarily in Survey and Trend charts
or they can be printed. Follow the steps below to select the
• Column (vertical bars) reports: Used primarily in trend or the export option in which to save or print a report:
iTRACK Analytics

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Report Types

a. Open a report. Snapshot reports are available from the iMETRICS submenu. For
example, iMETRICS > Vehicles > Snapshot. An example snapshot
b. In the upper right corner of the report, select the type of file
report appears below:
to download, or select to print.
c. Follow the on-screen steps to download, view, or print the
report.
4. Help?
Select to open Help information for the current report.
5. Tool Tips
Modules with chart-type information contain
tool tips (hover text) which appears when you
place your cursor over the bars or points in
the chart. An example is shown here.
6. Chart Legend
Select the item in the legend that you want to display or hide
on the chart. The text in the legend is grayed when it is hidden.
Multiple items can be selected.
The lines on the graph are different colors and have different
shapes. The many variations accommodate companies with a
large number of sites. Each color and shape represents
different information. For example, the blue and black lines in
the example above represent the following:
• (blue) = The usage trend of the selected vehicles within the
date range.
• (black with diamonds) = Total amount of time the selected Use the filters in the Filter pane to determine which vehicles or
vehicles were used within the date range. operators to view in the snapshot report. The filters in the snapshot
Filter pane are the same as other GATEWAY report filters, except
Snapshot Reports that snapshots have the additional Vehicle or Operator section
(circled in the example above). Use this section to choose the
Snapshot reports pull data from all iWAREHOUSE GATEWAY vehicles or operators on which to report.
modules, except iBATTERY and Customer SO, into a single vehicle
For example, if you selected to report on operator idle hours, then
or operator report that contains many smaller reports. This enables
selected 10 from the No. of Results drop-down list, then 10
most of the data, data correlations, and company averages for a
operators would be listed in the Search for an Operator drop-down
particular vehicle or operator to be consolidated in one location. The
list. If you selected five, then five operators would be listed.
information that appears on the page as a snapshot report is
determined by which data has been considered to be the most Numbers within gray frames and the gray line on a graph indicate
useful. company averages as in the example below:

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Report Types

Select Vehicles or Operators

Follow these steps to select a vehicle or operator on which to report:
1. From a report’s Filter pane, select an item from the "Vehicle (or
Operator) List Filter" filter.
2. Select how many vehicles, or operators, to view from the "No. of
Results" filter. (This filter only appears if you select an item
other than All from the List Filter drop-down list.)
3. Update the remaining filters.
4. Select "Update Report."
5. To display a snapshot report for a different vehicle or operator,
select that vehicle or operator from the "Search for Vehicle (or
Operator)" drop-down list, then select "Update Report" to
display the new data.
The company averages displayed on the report are based on the
filters that were selected. Search for Vehicles or Operators
Follow these steps to search for a vehicle or operator:
Login Details 1. From a report’s Filter pane, select an item from the "Vehicle (or
The bottom section of a snapshot report shows which operators Operator) List Filter" filter.
were logged into a vehicle (Vehicle > Snapshot from the submenu),
2. Select how many vehicles, or operators, to view from the "No. of
or which vehicles were logged into by an operator (Operator >
Results" filter. (This filter only appears if you select an item
Snapshot from the submenu).
other than All from the drop-down list.)
3. Type all or part of the number or name into the "Search for a
Vehicle (or Operator)" filter. A list appears showing the entries
closest to what you typed.

4. Select the vehicle or operator from the list.

Hover your cursor over any point in the chart to display login details 5. Select "Update Report."
about that operator or vehicle. The bright red circle, , indicates
alarm level impacts. The hover text for impact points show details Print or Save Snapshot Reports
about the impact. The information for each vehicle or operator is Only the information for one vehicle or operator displays at a time
colored differently to make the information easier to read. on the computer screen for a snapshot report. However, when a
snapshot report is exported to a PDF file, all of the operators or

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Filter Pane

vehicles that are selected from the Export Snapshot PDF window are that you want to export to the PDF. To select all the boxes,
included in the single, exported, PDF snapshot report file. select "Select All." To deselect all the check boxes, select
Follow the steps to print a snapshot report: "Deselect All."

1. From a report’s Filter pane, select an item from the "Operator 7. Select "Create PDF."
(or Vehicle) List Filter" filter. 8. The report opens as a PDF file ready to print or save.
2. Select how many vehicles, or operators, to view from the "No. of
Results" filter. (This filter only appears if you select an item
other than All from the Operator (or Vehicle) List Filter Filter Pane
drop-down list.)
The Filter Pane is located on each report. It enables you to select
3. Update the remaining filters.
what information to view on each report. Filters appear in the Filter
4. Select "Update Report." pane on the left side of most report screens, and vary by report.
5. Select the "Export PDF" link in the upper right hand corner. An example open Filters pane follows:
The Export Snapshot PDF window opens. An example follows:
1

3
4
5
6

If an operator or vehicle is selected in the "Search for an

operator (or vehicle)" filter, then that operator or vehicle check 7
box is selected by default in the Export Snapshot PDF window.
If no operator or vehicle filter is selected, then the report Select a numbered label below to expand the description:
defaults to the first operator or vehicle in the list. In the Filters panes include variations of the following components:
example screen, "Unassigned" is selected in the filter and,
therefore, is checked by default in the Export Snapshot PDF
window.
6. Multiple operators or vehicles can be exported to one snapshot
report. Select the check box next to each operator or vehicle

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Filter Pane

1. The icon at the top of the Filters pane hides the Filters pane 5. Check boxes of items to include in the reports.
when selected. To open the Filters pane, select the similar icon 6. This scroll bar enables you to look through a list of options, if
located on the left side of the page. more options are available.
7. Select the "Update Report" button to run the report again using
the selected filters.

Filter Vehicle List

The Filter Vehicle List button controls filter settings selected by
users to choose whether to show or not show selected vehicles in a
report. Not all reports have this feature. Follow the steps below:
1. Open a report.
2. Select the "Filter Vehicle List" button in the Filter pane to open
the List window.
3. Choose one of the following options from the Vehicle List
2. The Date Range is the grouping of dates on which to report. window:
Select the range then select "Update Report" to display the new • Check boxes: Check boxes are selected for vehicles that will
data. The options include: appear on the main report. Vehicles that have already been
• 1D = Start and End date default to today’s date. determined by the Omni-Filter to be excluded from the
report have cleared check boxes. You can choose to include
• 7D = From the End Date minus seven days.
the excluded vehicles on the report by reselecting their
• MTD = From the End Date until the first day of the current corresponding check boxes. Or, you can select more
month. vehicles to exclude from the report by clearing their
• 1M = From the End Date minus 30 days. corresponding check boxes. The new selections remain until
you leave the current report.
• 3M = From the End Date minus three months.
• Always Show: This button is a toggle used to show or
• 6M = From the End Date minus six months.
remove a vehicle that you always want to appear on the
• YTD = From the End Date until January 1st of the current report, if data is available. If this button is selected, then it
year. overrides any check box setting, and the settings for this
3. Filters with arrows to the right of the filter name are drop-down button are saved as the new default settings.
lists of options from which you can choose. They default to • Never Show: This button is a toggle used to show or remove
collapsed (arrow pointing to the right), but can be expanded a vehicle that you never want to appear on the report. If this
(arrow pointing down) by selecting the arrow. They are usually button is selected, then it overrides any check box setting,
on the Filters panes within the reports. and the settings for this button are saved as the new default
4. To select or deselect all the check boxes under a filter, select settings.
"Select All" or "Deselect All" accordingly. Filters with a list of 4. To search for a vehicle, type all or part of the unit number,
check boxes default to being expanded. Select the filter to serial number, or facility into the "Search" field in the
collapse the check box list.

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upper-right corner of the window. The items closest to what 2. Select the "Filter Operator List" button in the Filter pane to
was typed then appear in the list. open the List window.
Tip: 3. Never Show: This button is a toggle used to remove an
Follow these steps to quickly search for and select multiple operator from the report. Select which operators to never show
items in the list: on the report. The selected settings are saved as the new
default settings.
a. Select "Deselect All" at the top of the window to clear all the
check boxes. 4. To search for an operator, type all or part of the operator name
or facility into the "Search" field in the upper-right corner of
b. Type all or part of the unit number, serial number, or facility the window. The items closest to what was typed then appear
into the blank search field. The list automatically narrows in the list.
down based on the information you entered.
Tip:
c. Select the corresponding check boxes, or Always Show or
Follow these steps to efficiently search for and select multiple
Never Show buttons.
items in the list:
d. Clear the search field. a. Type all or part of the operator name or facility into the
e. Type the information for a new search. blank search field. The list automatically narrows down
based on the information you entered.
f. Select additional check boxes, or Always Show or Never
Show buttons. b. Select the corresponding "Never Show" buttons.
g. Continue to search and select check boxes or buttons until c. Clear the search field.
all the needed vehicles or operators are located. d. Type the information for a new search.
h. Select "Update Vehicle List" at the bottom of the window. All
e. Select additional "Never Show" buttons.
of the selected items will appear in the report.
f. Continue to search and select buttons until all the needed
Suggested Uses operators are located.
Certain vehicles, or groups of vehicles, can significantly change how g. Select "Update Operator List" at the bottom of the window.
a report is viewed. For example, to see usage based on your shipping Operators selected for exclusion appear in the Operators
and receiving operations, you might exclude all other vehicles from Filtered data grid at the bottom of the page. These operators
the report. will not appear in the data for the current report.

Suggested Uses
Filter Operator List
Certain operators, or groups of operators, can significantly change
The Filter Operator List button controls filter settings selected by how a report is viewed. For example, a group of maintenance
users. Operators are not excluded automatically from reports by the operators may use the vehicles during the weekend or during off
Omni-Filter like vehicles are. Operators must be excluded manually. hours. Use the Filter Operator List settings to exclude these
Not all reports have this feature. operators from the report and possibly give a more accurate picture
Follow the steps below to not show selected operators in a report: of normal vehicle use.
1. Open a report.

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Export a Filtered List

Export a Filtered List expanded to accommodate the screen size of your device or your
brower’s window size by selecting the icon on the left side of the
screen.
A list of filtered vehicles and predetermined Omni-Filters can be
downloaded and printed. Each vehicle’s information prints on a
different tab. The report opens on the Summary tab by default.
Follow the steps below to export filtered vehicles and predetermined
Omni-Filters:
1. Select "XLS" located in the upper right side of the Vehicle
Filtered section of the report.
2. Select the vehicle to export.
3. Select "Create XLS."
4. Select whether to save the list or open it into a spreadsheet.

Responsive Layout
GATEWAY screens resize, either by choice or because of the device
being used. The information on the screen collapses and expands to
accommodate the current screen size.
The example full sized screen below shows all Dashboard filters,
reports, and tabs.

The example medium sized screen below is typically seen on tablets

such as iPads. The Filters pane is collapsed by default, but it can be

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Tool Tips

The example narrow sized screen below is typically seen on Smart

Phones.
1 2 3
Zoom
Follow the steps to enlarge a section of the report:
1. Select and drag the cursor across the chart horizontally to
highlight the section. An example full sized bar chart appears
below:

An example full sized graph chart appears below:

The numbers in the example above correspond to the numbers

below:
1. Displays the module navigation options
2. Displays the options under the user’s name
3. Expands the filters
Select one of the icons above the report to expand the options for 2. Release the cursor to zoom.
that report. Select the icon again to collapse the option.

Tool Tips
Modules with chart-type information contain tool
tips (hover) text which appears when you place your
cursor over the bars or points in the chart. An
example is shown here.

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Breadcrumbs

An example bar chart zoomed in appears below: to see all the reports for a module at one time. Landing pages are
accessible from the breadcrumbs within each report.
To access a Landing page for a module:
1. Open a report that has breadcrumbs.
2. Select the module name in the breadcrumbs. In the example
below you would have selected “iIMPACT” in the breadcrumbs.
The landing page opens.

An example graph chart zoomed in appears below:

3. To zoom in further, repeat the process.

4. To remove the zoom, select Reset Zoom from the
upper right side of the chart.

Breadcrumbs
Breadcrumbs are an interactive trail of the path taken to arrive at 3. Each report name on the Landing page is a link to that report.
the current report or page. Select a section of the breadcrumbs to To return to the previous report or to open a new report, select
return to the selected location. An example breadcrumb trail the corresponding report link.
appears below:
Related Links
• Breadcrumbs
• Responsive Layout
Landing Page • Tool Tips
A Landing page is basically a module’s menu list with all the sub • Zoom
entries expanded and displayed vertically. This design enables you
• Omni-Filter
• Overview

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Omni-Filter

Omni-Filter Automate Reports

Omni-Filters are vehicle filters that enable data anomalies to Automated reports are reports that have been scheduled to be
automatically be removed from a report based on predetermined emailed at predefined intervals. Each automated report can be sent
filters. The anomalies appear in a separate Filtered report (below the automatically to up to 50 predefined email addresses. This does not
main report) for separate analysis. Omni-Filters are available from include the default user’s address. Up to 10 reports can be
most main reports and from the Dashboard. automated per user login. The filters that are selected from a
Vehicle Omni-Filters are predetermined and are removed from a report’s Filter pane are saved and sent with the report. Each
report by default. Even though they are removed by default, they automated report can also be assigned a unique name.
can be selected and redisplayed in any vehicle report. The criteria The Dashboard itself can be automated and downloaded as an
used to determine whether vehicle data is an anomaly is: automated report. A Dashboard automated report is counted as a
• Delta Activity Hours Less Than -1 single report. Certain reports cannot be automated, such as drill
down reports.
• Delta Coast Hours Less Than -1
Tip:
• Delta Key Hours Less Than -1 To send an automated report to more than the allotted number of
• Delta Lift Hours Less Than -1 emails, make one of the recipients an email address on a
• Delta Deadman Hours Less Than -1 distribution list.

• Delta Travel Hours Less Than -1

• Delta Coast Hours Greater Than 24
Automated Report Summary
• Delta Key Hours Greater Than 25 The summary provides an overview of all automated reports. It
enables reports to be renamed, edited, made active or inactive, or
• Delta Lift Hours Greater Than 24 deleted. Follow the steps to view a list of reports that have been
• Delta Deadman Hours Greater Than 24 automated, and to view the report’s settings for the current user.
• Delta Travel Hours Greater Than 24 1. Select your name in the top right side of most GATEWAY pages.
• Total Delta Travel is greater than Total Delta Deadman over 2. Select Settings > Automated Report Summary.
the past 7 days
• Total Delta Lift is greater than Total Delta Deadman over the Create
past 7 days
Follow the steps to set up an automated report:
To set whether to use or not use Omni-Filter settings for all reports,
follow the steps below: 1. Open a report that has the "Automate Report" link at the top
right side of the page.
1. Select your name in the top right side of most GATEWAY pages.
2. Select the "Automate Report" link.
2. Select "Settings."
Note: If the selected report has already been automated with
3. Select "User Preferences." the same filter settings, then a message appears in the window
4. Select "Yes" or "No" from the Use Omni-Filter drop-down list. under the Filter Summary section.
5. Select "Save." To change the Filter Settings for an Existing Report:

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Automate Reports

a. Close the Automate This Report window. Edit

b. Change the settings in the report’s Filter pane. Follow the steps to make changes to an automated report:
c. Select "Update Report." 1. Select your name in the top right side of most GATEWAY pages.
d. Select the "Automate Report" link again. 2. Select Settings > Automated Report Summary.
3. In the Automate This Report window, enter the Report Name, 3. Select the "Edit" button.
Report Date Range, File Format, Scheduling, Email Addresses.
4. To Edit General or Schedule Settings:
Note: If the user has already created 10 automated reports,
Type the new information, or select it from the corresponding
then a message displays. Select the link in the message that
drop-down list.
opens the Automated Report Summary page where reports can
be deleted, if desired. Follow the steps in the Delete section to To Edit Filter Settings:
remove an automated report. a. Select the pencil icon, , to the right of the filter to be
4. Select "Automate Report" at the bottom of the window to save changed. The Edit Filter Selections window opens showing
the settings. the current settings.
Status information regarding the automated report displays in b. Make your changes.
the window. The email addresses of users who chose not to c. Select "Submit" to save the Filter Setting changes
receive the automated reports appear at the bottom of the immediately.
window.
5. Select "Save" to save changes to the Automated Report Detail
If you need to change the automated report, select the link on page. Select "Cancel" to keep the previous settings.
the Automated Report Status window.
Note: Any filter changes made and submitted in the Filter
5. Select outside the window or select "Cancel" to close the Settings window are saved even if you select Cancel from the
window. Automated Report Detail page.

Rename Activate or Inactivate

Follow the steps to rename an automated report: Follow the steps to start or stop sending an automated report to all
1. Select your name in the top right side of most GATEWAY pages. users in an associated email address list.
2. Select Settings > Automated Report Summary. 1. Select your name in the top right side of most GATEWAY pages.
3. Select the "Rename" button to the right of the report. 2. Select Settings > Automated Report Summary. The Summary
4. Enter the new name in the Modify Report Name window. window opens.

5. Select "Submit" to save the new name or "Cancel" to keep the 3. If the report you want to change is already active, then select
current name. the "Make Inactive" button. No email notifications will be sent
for that report until the report is reactivated. If the report is
The status of your modification appears in a banner at the top inactive, then select the "Make Active" button to begin sending
of the window. automated report emails.
4. The status of your modification appears in a banner at the top
of the window.

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Delete of 10 automated reports, then the Automate This Report

window opens.
Follow the steps to delete a report from the automated report list.
Note: If you have exceeded your limit of reports, a message
1. Select your name in the top right side of most GATEWAY pages. appears. Select the "Click Here" link in the message. In the
2. Select Settings > Automated Report Summary. Summary window select the automated report to delete.
3. Select the "Delete" button. The automated report deletes 3. Enter the email addresses.
immediately. This action cannot be undone. 4. Select "Automate Report" at the bottom of the window to save
The status of your modification appears in a banner at the top the settings.
of the window. Status information regarding the automated report displays in
the window. The email addresses of users who chose not to
Email Addresses receive the report appears at the bottom of the window.
If you need to change the automated report, select the link in
Automated reports can be emailed to 50 addresses (not including
the window under Next Scheduled Dates.
the email address of the user who is creating the automated report)
at scheduled intervals. Email addresses can be added or removed, 5. Select outside the window to close the window.
subscribed or unsubscribed, or made active or inactive for each
automated report. Only the user who automated the report can Subscribe or Unsubscribe to Email Addresses
remove an address from the email list. This feature enables addressees to not receive automated report
emails for a single report or for all reports. You can unsubscribe
Add Email Addresses from a single automated report from the report’s email or from the
Reports can be sent to a maximum of 50 email addresses, in User Icon. Or, you can unsubscribe from all automated reports from
addition to the email address of the user who is currently logged in. a report’s email. Only the user who created the automated report
The first email address defaults to the user currently logged in to the can resubscribe an unsubscribed email addresses to an automated
GATEWAY. report.
From your User Name: Users receive a notification if they add unsubscribed email
addresses to an automated report.
1. Select your name in the top right side of most GATEWAY pages.
The Unsubscribe or Subscribe link on the Automate Report
2. Select Settings > Automated Report Summary. The Summary
Summary page displays after a new email is added to an automated
window opens.
report. The link acts as a toggle between Subscribe and
3. Select the "Edit" button. Unsubscribe.
4. In the Email Addresses section, enter the new email address. From your User Name:
5. Select "Add Email Address." The address is added immediately. 1. Select your name in the top right side of most GATEWAY pages.
You do not need to select Save.
2. Select Settings > Automated Report Summary. The Summary
From the Automate Report Link: window opens.
1. Open a report with the Automate Report option. 3. Select the "Edit" button.
2. Select the "Automate Report" link in the top right corner of the 4. In the Email Addresses section, select the "Unsubscribe" link
report or Dashboard. If you have not exceeded your maximum to unsubscribe an email address.

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Automate Reports

From the Emailed Report:

An addressee can unsubscribe from one or all automated reports
from the automated report email that they received.
1. Open the automated report email.
2. To unsubscribe the current report, select "Click Here to
unsubscribe from this email" located at the bottom of the
report.
Or
To unsubscribe to emails for all reports, select "Click Here to
unsubscribe from this and all emails from the iWAREHOUSE
Gateway" located at the bottom of the report.

Remove Email Addresses

Users can remove email addresses from automated reports.
However, the user who automated the report cannot remove
themselves from the email list.
From your User Name:
1. Select your name in the top right side of most GATEWAY pages.
2. Select User Settings > Automated Report Summary. The
Summary window opens.
3. Select the "Edit" button.
4. In the Filter Settings section, select the "Remove" button next
to the email address to remove.

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User Settings

Settings 2. Select "Settings."

3. Select "Change Password."
4. Enter the current and new passwords.
User, administration, and dealer administration specific settings
can be changed. If the new password does not meet the criteria, then a red X
appears at the end of the New Password field. When the new
Related Links password does meet the criteria, then a green check mark
appears.
• User Settings
5. Select "Change Password."
• Administration Settings
• Dealer Administration Settings Forgot Password?
If you have forgotten your password and need to be sent a new one,
follow the steps below.
User Settings Note: Deactivated users cannot be sent a new password.
User settings displays only users that the current user has access to 1. When you first access the GATEWAY, the Login page opens.
for the company they are viewing. The following information can be 2. Select "Forgot Password?" below the Password field. The Forgot
changed: Password window opens.
• Passwords 3. Enter your user name.
• Automated Report Summary 4. Select "Request Password." A new temporary password is sent
• Change Help Languages to the email address registered with your GATEWAY account.
• Use Omni Filter 5. Go to your GATEWAY account.
• Change Vehicle Usage Target Percentage 6. Either manually enter the temporary password into the Login
window, or select the link that begins with ’https:/’ to
automatically enter your user name and temporary password.
Passwords
Tip:
GATEWAY passwords must include all of the following:
Copy the temporary password now so that you can paste it
• Minimum of eight (8) characters onto the Change Password page later without needing to
• At least one (1) lower case letter return to this email.
• At least one (1) upper case letter 7. Select "Login." You are redirected to the Change Password
page, and are prompted to change your password.
• At least one (1) number
8. Enter the temporary password from the email into the "Current
When a user is added, they are sent an email. When they log in for password" field. If you copied it from the email then you can
the first time, they are forced to change their password. paste it into the Current Password field now.
Change Password 9. Confirm the new password.
To change your GATEWAY password, follow the steps below: 10. Select "Return to GATEWAY" to return to the GATEWAY
1. Select your name in the top right side of most GATEWAY pages. dashboard.

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