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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, set Group By to None as this will not be a trended report.
- Select On for Hide rows with zero distance.
- Under Grouping Options, keep the default setting of Individual Devices or Drivers. This ensures you receive detailed vehicle information as opposed to summarized group information.
- In Exception Rules, select your speeding rule as the first rule. ** this is important! If the rule is added in a different location on the list, the report will not run properly.
To configure this report as a Dashboard or Emailed Report, you will need to apply additional settings.
- Set the Report Date Range to your desired range.
- Set your refresh rate to reflect the date range. e.g. Date Range of Last Week should be set to refresh Weekly on a Sunday night or Monday morning.
- 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. e.g. 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, set Group By to None as this will not be a trended report.
- Select On for Hide rows with zero distance.
- Under Grouping Options, keep the default setting of Individual Devices or Drivers. This ensures you receive detailed vehicle information as opposed to summarized group information.
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