Geotab Inc.

Exception Detail with Trips History Report

Free solution

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.

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Features & 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 & Languages

Regions

Canada

United States

Mexico

Europe

Support languages

English

French

Spanish

German

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