There are more than one ways of building your custom reports. You can do it using the Customizable Reports in Excel embedded in MaxOptra, or transfer the data from MaxOptra to other analytics systems to generate reports. Power BI is one of such systems.
Here is a quick guide of how to do it.
Download and open the MaxOptraPower BI template file: maxoptra_power_bi_template.pbix
Click th Edit Queries dropdown list on the Home tab.
Click Edit Parameters.
The Enter Parameters dialog is displayed. By filling in the initial configuration parameters, Power BI will get an access to your MaxOptra data. The following parameters should be provided:
Server Name - the server your MaxOptra account is based on, e.g., your_account.maxoptra.com;
Account Name - the name of your MaxOptra account, which goes after the server name in the URL address, e.g., your_account.maxoptra.com;
Login/Password - the username and password you use to access your MaxOptra account. Also, this user should have access to API to be able to get necessary data from MaxOptra;
Date From/Date To - time period you want to your data to be downloaded for
Note The date range in the template is just an example. Adjust the date range as you need it for your particular cases!
Fill in the parameters and select your server.
Click OK.
Click Refresh or Apply change to refresh the data and initialise the models.
When you click Apply change or Refresh button you will be asked to access web content:
Click Connect.
Once the data is loaded you can view in in Power BI:
The data in Power BI is organised in two main tables: Orders and Routes. The Orders table displays the data related to orders, such as: order reference, status, fail reason (if any), task, capacity, priority etc. The Routes table displays the data related to routes, such as run ID, location name and location address, location coordinates, arrival and departure times etc.
Please mind that the exported date and time is always in UTC!
Now you can use this data for generating your custom reports.