Creating and Managing Reports

 Overview

The Reports area gives you an easy way to create, view and download reports about your fleet.

Creating a Report

1. Click Reports in the side menu 

2. Click New Report, at the top left.

3. On the Select Report Type screen, click the report type you want to build.
   
   

   Report types marked Coming Soon are not available yet.
   
   

4. Click Select Period. Choose a preset, such as Last Month, or pick a custom date range.

5. Click Select Vehicles, then choose the vehicles to include in the report.

6. For reports that support comparisons, click the comparison icon and choose a comparison period.

7. Configure any optional fields for the selected report type. For example, the Overspeed Report has speed and duration fields.

8. To rename the report, click the pencil icon next to the report name. Type the new name, then click the tick.

9. Click Build Report, at the top right, to run the report.

10. The report appears in All Reports, with a Pending status while it generates.

11. Once it shows Completed, click the report name to open it.

12. To export, open the report and click Export at the top right. Then choose CSV or Excel.
    
    

What you'll see on the All Reports screen

The All Reports screen is your central view of all reports for your account. From here, you can see reports that are completed, currently being generated, or have been scheduled.

You can also create a new report whenever you need one.

Each report shows:

• Report Name – The name of the report.
• Report Type – The report template used.
• Created By – The person who created the report.
• Created – When the report was created.
• Last Viewed – When the report was last opened.
• Status – Whether the report is being generated or is ready to view.

Reports are generated in the background

When you create a report, you don't need to wait on a loading screen.

Once you select Run, you'll be taken back to the All Reports screen while your report is generated in the background.

The report status will update automatically, so there's no need to refresh the page.

Once it's ready, you can open or download the report directly from the list.

Good to Know

Reports are snapshots.

Once a report has been created, it can't be edited. The report reflects the data available at the time it was generated.

If you run the same report again later, the results may be different.

For example, if you run a report for Today at midday and run the same report again at midnight, both reports cover the same date, but the second report may include additional activity captured during the afternoon and evening.

No need to refresh.

The All Reports screen automatically checks for updates while your report is being generated. Once it's ready, you'll be able to open or download it from the list.