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
- Log in to Fleet Complete
- From the Tracking screen, click the Menu Bar icon on the top left-hand corner to access the Navigation Panel
- Select Reporting
RUN A REPORT
- Complete steps 1-3 from Access Reporting
- Select Reports
- From the Report Type drop-down arrow, select one of the available reports
- Click the Date Range drop-down arrow and select the desired date range
- 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
- Search and click the Radio Buttons next to the asset Description(s) to include specific assets in the report
- Click the Generate button
ADJUST THE REPORT LAYOUT - SORT
- Click the Customize View button
- Click the Sort By button to sort the columns alphabetically
- Click the Upward arrow to sort in ascending order (A to Z)
- Alternatively, click the Downward arrow to sort in descending order (Z to A)
- Click the Save button
ADJUST THE REPORT LAYOUT - GROUP
- Click the Customize View button
- Hover your mouse to the right of a column and then click the Group By button
- To group by more than one column, repeat step 2 as necessary
- Click the Save button
EXPORT REPORTS
- Complete steps 1-7 from Run a Report
- Complete the steps to Sort, Group and Hide columns in the report as necessary
- Click the Export button to access the export options
- To Email the report, click the drop-down arrow and select your preferred export method
- In the Enter Email field, type one or email addresses separated by semicolons
- Click the Email button
- Alternatively, to Download the report, in the download report section click the format drop-down arrow and select the preferred download method
- Click the Download button
ADD CUSTOM REPORTS
- Complete steps 1-3 from Access Reporting
- Select Reports
- Click the Add Custom View button
- Type a Name for the custom report
- Complete the steps to Sort, Group and Hide columns in the report as necessary
- Click the Save button
ACCESS SAVED CUSTOM REPORTS
- 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.
Comments
0 comments
Please sign in to leave a comment.