To learn how to import a report into MyGeotab, view our Reporting Basics training found here.

After downloading this custom report, follow these steps:

Modifying Custom Report

• By default the personal conveyance distance for this report is set to 47 miles or 75 km per Driver. To modify this number, adjust the distance in the Report tab and save the report before uploading.

Upload Custom Report

• In the database, select Administration > Reports > Dashboard or E-mailed Reports
• Upload the custom report by selecting the Add Excel file button at the top.

Settings for Custom Report

To configure this report as a Dashboard or Emailed report, you will need to apply additional settings.

• Specify the groups for the dashboard viewers or the recipient list
• Set the Report Date Range to your desired time range (Previous 7 Days is recommended)
• Similarly, specify a refresh period which will result in new data each cycle start (Weekly is recommended).
• Select the group 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.
• Upon completion, select Save at the top.