FleetAdmin - Create a Report

The report section of FleetAdmin allows you to generate detailed information over varying timelines about your Assets & Users to see how they are performing. The Reports will be emailed directly to the selected Users inbox.  

Click on link to see some of the more popular Report Types

Create a Report

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  • Go to FleetAdmin
  • Reports
  • Click on Add New Report
  • A new page will open up enabling you to build the Report

Enter Report Settings

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Report Name Name the Report

Report Category

Filter available reports by category. eg. Safety, Compliance, etc
Report Type Pick from one of our preset report types. You can hover over the report to see a description of what the report can do
Reporting Period What time frame would you like the report to cover, or select a specific date range
Reporting Frequency Set the frequency for auto generation or on demand to receive the report via email at the time of save
Geofence

Filter the report to generate data for the specific Geofence

Division Filter the report to generate data for the specific Division
Fleet Filter via Fleet Type
Output File Type

Select PDF or CSV. certain reports can only be generated as one or the other

Report Generating Time We recommend a large report be generated overnight

Filter Reports by Assets & Asset Types

Asset Filter allows you to filter the Reports via individual Asset or Asset Types

Filter by Asset

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  • Reports will be created for all Assets in the grey fields
  • Selecting an Asset from the white dropdown, will move the Asset into grey reporting fields
  • Click on the Screen_Shot_2021-12-07_at_10.42.43_am.png in the grey fields to exclude Assets from Reports & move excluded to the white dropdown options

Click on Select All from the white dropdown to move all Assets & Asset Types into the grey reporting field to report on entire fleet.

Filter by Asset Type

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  • Reports will be created for all Assets Types in the grey fields
  • Selecting an Asset Type from the white dropdown, will move the Asset Type into grey reporting fields
  • Click on the Screen_Shot_2021-12-07_at_10.42.43_am.png in the grey fields to exclude Assets Types from Reports & move excluded to the white dropdown options

Click on Select All from the white dropdown to move all Assets & Asset Types into the grey reporting field to report on entire fleet.

Notified People

Select the Users to receive the Report via email. 

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  • Select User from the dropdown options
  • You can select up to 4 Users to receive the emailed Report
  • Save the Report

 

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