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How to Create Vehicle Reports and Scheduling

Learn how to access historical vehicle data, generate reports and schedule automatic deliveries to your inbox. This video explains how to choose report types, download data and set up recurring reports.

The Reports section gives you access to historical data about your vehicles, helping you review fleet activity, journeys and operating costs.

Watch the short video below as Jamie, one of our technical support specialists, explains how to create and schedule reports.


Accessing and Creating Reports

Go to Reports in the left-hand menu to view the available report types.

To create a report:

  1. Choose whether you want a report for an individual vehicle or multiple vehicles.

  2. Select whether you want individual reports for each vehicle or a combined summary for multiple vehicles.

  3. Choose whether to include financial data, such as hourly and running costs, where applicable.

  4. Select the report type you need. Each report option includes a short description explaining what it contains.

  5. Choose your date range.

  6. Select the file format.

  7. Choose the relevant asset type or vehicles.

  8. Click Create.

Your report will open in a window within your browser, where you can download it for offline use.

If you regularly use certain reports, you can save time by scheduling them to be delivered automatically.


Scheduling Reports

You can arrange for reports to be sent automatically on a daily, weekly or monthly basis.

To create a scheduled report:

  1. Select Scheduled Vehicle Reports from the left-hand menu.

  2. Click Create.

  3. Give your report a name so you can identify it easily.

  4. Choose the report type from the drop-down menu.

  5. Select the vehicles you want to include.

  6. Choose how often the report should be delivered: daily, weekly or monthly.

  7. Set the delivery day and time.

  8. Choose how many days of data the report should cover.

  9. Decide whether you want one combined file for all selected vehicles or a separate file for each vehicle.

  10. Enter up to three email addresses to receive the report.

  11. Click Create to save your schedule.

Tip: If you're scheduling a weekly report to arrive on a Monday, select seven days of data. This will cover the previous Monday to Sunday.

You can create multiple scheduled reports to receive different information at the frequency you need.


Summary

Reports help you review historical vehicle activity, monitor operating costs and keep track of your fleet. Create individual reports whenever you need specific information, or schedule regular deliveries to make reporting part of your routine.

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