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

Pre-Import Configuration

Before importing the report, follow the steps below:

• Open the report and select the vehicle class for your fleet. Options are Light Duty, Medium Duty & Heavy Duty (cell G7)
• Select your desired currency (cell G8)
• Adjust the cost totals to reflect your fleet’s annual expenditure (cells L4 - L11). Annual cost fields include:
• Fuel
• Repair and Maintenance
• Collisions
• Tires
• Tolls
• Driver Wages
• Driver Benefits
• Insurance Premiums

Import Settings

After starting the file import, follow the steps below:

• In the Report view tab, under Additional Report Options, set Run Report By to Driver
• In the Report view tab, under Additional Report Options, set Group By to None 
• Select No for Hide rows with zero distance.
• Under Grouping Options, keep the default setting of Individual Devices or Drivers.
• In Exception Rules, select the rules in the exact order listed below:

1. Hard Acceleration
2. Harsh Braking
3. Harsh Cornering
4. Speeding
5. Seatbelt
6. Idling

Dashboard or Email Configuration

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

• To view this report on the dashboard set Add chart to dashboard to Excel Chart within the dashboard tab.
• To configure as a emailed report set Email options to Yes within the Email Report tab
• For both dashboard and emailed reports set the Report Date Range to Last Month
• Set Refresh period to Monthly (run date should be the 1st of the month)
• Select the group of users who should be able to view/receive this report. Ex. If this report is only meant for the Risk & Safety department, create a group called Risk & Safety Reports and assign those users to that group.

Under Additional Report Options follow the steps listed in the Import Settings section