
Description
This is a standard exception details report with the added benefit of being able to open each exception’s respective trips history information directly from within the Report sheet.
Features And Benefits
- Very convenient and time saving
- Applicable to users of all experience levels
- Customizable exceptions list
Instructions
In the report template, a few adjustments need to be made before importing into MyGeotab:
- Enter the server and database name for your company in cells E4 and E5 on the Report sheet.
- If using the report in a timezone other than EST, modify the formulas in cells L11 and M11 on the Report sheet in order to reflect the time difference needed to obtain a UTC timestamp of the line item. Example, currently the adjustment from EST to UTC requires the first part of the formula to read “=TEXT((I8+4/24))”; change the value of “+4/24” to match the conversion needed for your timezone. CST, for example, would require “+5/24” since it is an hour behind EST.
- When using a Spanish version of Microsoft Excel, the year format "yyyy" used for the UTC conversion in cells L11 and M11 (see above point) require a format of "aaaa", instead.
To learn how to import a report into MyGeotab, view our Reporting Basics training found here.
After completing the file import, follow these steps:
- In the Report view tab, under Additional Report Options, select your grouping options and which rules you would like to report on.
To configure this report as a Dashboard or Emailed Report, you will need to apply additional settings.
- Set the Report Date Range to your desired time range for assessing device exceptions.
- Similarly, specify a refresh period which will result in new data each cycle start.
- Select the group of vehicles you would like included in the report. By default, it is set to Everything as the user will only receive what they have access to.
- Select the group of users who should be able to view/receive this report. e.g. If this report is only meant for the Maintenance department, create a group a group called Maintenance Reports and assign the maintenance users to that group.
- Under Additional Report Options, you may choose to select a time period to group the overall data by.
Regions
Africa
Asia
Australia
Canada
Central & South America
Europe
Mexico
Middle East
UK
United States
Supported Languages
English
French
German
Japanese
Spanish
Free Solution
Device Requirements
Available for all GO devices
Device Plan Requirements
Pro, Regulatory, ProPlus, Base
Top Industry Use Cases