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Instructions
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 yard move distance for this report is set to 5 miles or 8.04km 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 (Daily 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.
- Run the report by driver and select Statuses: (ON, OFF, D, SB, INT_PC, INT_D, PC, YM).
- Upon completion, select Save at the top.
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