Running Fleet Reports

The Fleet reports provide trip and engine diagnostic information on a single vehicle, or a group of vehicles. To run one of the fleet reports:

 

1.     Choose the Reports menu item from the top, open the Fleet report folder, and choose a report type. Scheduled reports display below the report folder structure.  

2.     Moving rightward to the next panel, choose a 'View by' preference (user or groups), and then choose individual user(s) or groups.

3.     Parameters panel options vary depending on the type of fleet report you are generating:

·    Trip Data - Use Metric checkbox - Select to view data in metric format

·    Idle - Idle Time Exceeded - Enter a value in seconds for the maximum idle time allowable

·    Event Detailed - Hardmount Event Type - Choose one hard mount event from the drop-down list.  All events will be included in the report if you do not select a specific event.  

·    Fleet Utilization

·    Use Metric checkbox - Select to view data in metric format

·    Idle Time Exceeded - Enter a value in seconds for the maximum idle time allowable

·    GPS only - Select to view verified GPS positions only

4.      Choose either Absolute Date or Calculated Date to set a time period for the report.

5.     Click Schedule Report to schedule the report  -OR-  click Run Now to run the report.

 

Scheduling the Report

If you choose Schedule Report, the Schedule panel displays.

1.     Enter a name for the report in the Name field. This field is required.

2.     Select a format for the report.

3.     Choose a frequency for the report. You can select from Daily, Weekly or choose certain days of the week.

4.     Use the drop-down listing to choose a time for the report to run.

 

In the Email section below, you can configure an auto-generated email of the report to multiple recipients.

5.     Type a subject for the report in the Subject field.

6.     Enter a message in the Body field.

7.     Enter recipients in the To and Cc fields, separated by a semicolon only - no spaces.

8.     Check the Enabled checkbox to activate the report.

9.     Check in the Email Empty Report checkbox if you would like for a report to be forwarded, regardless of the contents.

10.  Click Save to add the report to the listing of scheduled reports, or Run Now to run the report immediately and add it to the scheduled reports.

 

Exporting the Report

In any column with GPS data, italicized entries represent the last known GPS. The number of report pages generated will display at the top of the report. Use the arrows to navigate back, forward, or to the last page.

You can also adjust the resolution, enter and find search criteria, or export the report data.

1.     Click on the drop-down export icon at the top of the report and choose a format.

2.     Save the file in your chosen format.

 

 

Related Topics

Fleet Reports

Reports