|
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
|
|
|
- Go to FleetAdmin
- Reports
- Click on Add New Report
- A new page will open up enabling you to build the Report
|
Enter Report Settings
|
|
|
| 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
|
|
|
- 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
 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
|
|
|
- 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 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.
|
|
|
- Select User from the dropdown options
- You can select up to 4 Users to receive the emailed Report
- Save the Report
|
|
| Up Next - Tyres & Rims |
