Manual
Manual

9. Reports

Personalize and analyze your fleet in detail!

Click "Reports" in main menu.

Overview

  1. Report selection: You can create different reports based on Points of Interest (POI), fuel, CO2, driving behavior, speed, parking , or design your own report based on your needs.
  2. Filters: Here you change your preferences to filter the data. Select "Apply" to view it. Then press "Save Selection"to create the custom report.
  3. Type: Select the display between "Totals" and "Details." The detailed version shows each trip in details. While the summarized version shows a general overview of the data.
  4. Export: Reports can be exported for external use. In addition, reports can be scheduled to be delivered on a basis that suits you. This can be done in different files such as, .CSV, Excel or in .pdf. In addition, the export history also shows all previously exported reports.
  5.  Change columns: Select "change columns" to customize the report overview to the data you want to see. In addition, you can rearrange the order in which the data is presented to your liking. You can do this by clicking on the different tabs and then dragging the tab to the desired location.
  6. Dashboard reports: The report on this screen shows the selected data.

(kilometer) Send reports automatically?

Of course, when you need mileage reports or other reports, you can look them up in the above way. However, you can send and receive any report automatically in your inbox.

  1. Go to settings in the main menu and click on reporting schedules.
  2. A new window will appear with a large 'Add new reporting schedule' button . Click this button to have your reports sent automatically.
  1. Under reporting template, choose the report you want to receive (Rides is the most commonly chosen)
  2. Based on users or vehicles
  3. View: choose from totals(everything added together in the selected period) or a detailed report (each trip separately with separate score)
  4. Frequency: how often you want to receive the report
  5. Day of the month: Select the day in the month when you want to receive the report
  6. Format: choose the desired file type
  7. Active: if you check this box, you will receive the email with the report. Uncheck if you temporarily do not want to receive this report.
  8. Send individual report: check if you want to receive a report per vehicle
  9. E-mail addresses: put the e-mail address where you want to receive the report.

After this, click create and you will receive your report automatically. Useful for the tax authorities and to keep an eye on you!