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

After downloading this custom report, follow these steps:

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 report, you will need to apply additional settings.

• Specify the groups for the dashboard viewers Set the Report Date Range to your desired time range (Yesterday 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.
• Upon completion, select Save at the top.