Trended Exception Report

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 either Weekly or Monthly.
• 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 the rule in which you would like to measure. This report is meant to only run for one rule.

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. Should be either Weekly or Monthly.
• 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 Risk & Safety department, create a group a group called Risk & Safety Reports and assign those users to that group.
• Under Additional Report Options, set Group By to the desired trend. For a Weekly report, group by Daily. For a Monthly report, group by Daily or Weekly.
• 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, ensure the rule you selected previous is there.