QRC - Working with Reports

OVERVIEW

Reports give you a detailed view of Fleet Complete data.  They can be used for many purposes including fleet management and assessment of driver behavior; all of which provide benefits for your business needs.

ACCESS REPORTING

1. Log in to Fleet Complete
2. From the Tracking screen, click the Menu Bar icon on the top left-hand corner to access the Navigation Panel 
3. Select Reporting

RUN A REPORT

1. Complete steps 1-3 from Access Reporting
2. Select Reports
3. From the Report Type drop-down arrow, select one of the available reports 
4. Click the Date Range drop-down arrow and select the desired date range 
5. To include Asset Types in the report, click the Asset Type drop-down arrow and select the radio button next to the Asset Type(s) to include in the report, or
6. Search and click the Radio Buttons next to the asset Description(s) to include specific assets in the report
   
7. Click the Generate button

ADJUST THE REPORT LAYOUT - SORT

1. Click the Customize View button 
2. Click the Sort By button to sort the columns alphabetically 
3. Click the Upward arrow to sort in ascending order (A to Z) 
4. Alternatively, click the Downward arrow to sort in descending order (Z to A) 
5. Click the Save button 

ADJUST THE REPORT LAYOUT - GROUP

1. Click the Customize View button 
2. Hover your mouse to the right of a column and then click the Group By button 
3. To group by more than one column, repeat step 2 as necessary
4. Click the Save button 

EXPORT REPORTS

1. Complete steps 1-7 from Run a Report
2. Complete the steps to Sort, Group and Hide columns in the report as necessary
3. Click the Export button to access the export options

4. To Email the report, click the drop-down arrow and select your preferred export method
5. In the Enter Email field, type one or email addresses separated by semicolons
6. Click the Email button
7. Alternatively, to Download the report, in the download report section click the format drop-down arrow and select the preferred download method
8. Click the Download button

ADD CUSTOM REPORTS

1. Complete steps 1-3 from Access Reporting
2. Select Reports
3. Click the Add Custom View button 
4. Type a Name for the custom report
5. Complete the steps to Sort, Group and Hide columns in the report as necessary
6. Click the Save button 

ACCESS SAVED CUSTOM REPORTS

1. Complete steps 1-7 from Run a Report

TO LEARN MORE ABOUT REPORTS

To learn more about Reports, click the Help button located in the top right-hand corner of the tracking screen and perform a keyword search.