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Instructions
To learn how to import a report into MyGeotab, view our Reporting Basics training found here.
After starting the file import, follow the steps below:
- In the Report view tab, under Additional Report Options, select Monthly for the Group By section.
- Select Off for Hide rows with zero distance.
- Under Grouping Options, choose to either show all vehicles in the report or select Company Group to show only one line for the entire fleet for each month.
- Keep all Exception Rules blank
To configure this report as a Dashboard or Emailed Report, you will need to apply additional settings.
- Set the Report Date Range to Last 3 Months.
- Choose for it to refresh Monthly on the 1st of the month.
- 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. Ex. 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, select Monthly for the Group By section.
- Select Off for Hide rows with zero distance.
- Under Grouping Options, choose to either show all vehicles in the report or select Company Group to show only one line for the entire fleet for each month.
- Keep all Exception Rules blank
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