You can customize Reports in your portal for one time use or save for on-demand reporting. You can even set them to email you automatically on a daily, weekly, or monthly schedule.

Click on the Reports button on the left side menu to open your Reports Module. Here you will see the list of all of your already set up reports, which you can run filters on or search to find the specific report you’re looking for.

The column headers show the information that is contained in this report. You can customize these columns by editing the Report.

To create a new Report, click the “+ Reports” button, located at the top right corner of the Reports screen.

On the left side menu, you can browse the list of report categories and select the type of report you wish to create, or you can copy an existing report (this is helpful for creating duplicate reports where you only need to adjust one parameter).

After selecting a category, a preview will appear, displaying the information that this report will contain. If this is correct, click the Next button on the top right to continue setting up the Report.

Start by configuring your report to the vehicles, drivers, or groups you would like to collect data on in the Select Entities field. You can leave it to All Selected or deselect the “Select All” button to allow for your selections.

Select a default date range for the report view. This will be the time frame that the report will always show when you first open it up, but you can always adjust that at anytime.

You can add a description in the Description field to provide a brief explanation of the report’s purpose. Example: "Daily performance metrics for fleet drivers."

You can customize which columns of information you would like to see in your report. Columns on the left are available to click on to add to the right side, where you can then re-order the columns depending on how you’d like to view them. If there are columns you don’t need, click the “X” to remove them and return them to the left side.

You can use filters to narrow data based on specific conditions. For example, if you’re running an exceptions report but only want to see specific Rules included in this report and not others, you would use this filter.

The Sharing Settings allow you to decide who can view the report:

To set up your report to email you on a schedule, toggle on the “Email View” button. Choose the date and time for the first delivery and the Email frequency – the report will continue emailing on that schedule based on the intial date/time you selected. Add the email addresses of the recipients for this report – you can either choose from a drop down menu of emails already added to the portal’s user list or you can free type any email address even if the user does not exist in the system (please take care to use this according to your organization’s security policy regarding he sharing of potentially sensitive information).

Click Save. Your report will now be available in the Reports module and delivered via email if scheduled.

Once a report is created, you can adjust filters including the date range of the data that appears in this report so you can view additional data that wasn’t originally set up. Changing these filters on the fly does not adjust the report’s permanent settings. You can download a report at any time by clicking the three dots in the top right corner and selecting Download XLS. You can also edit the report’s permanent settings by clicking on the three dots and clicking Edit.

Once you click Edit, you will be taken to the page that you would have seen when you initially set up the report, where you can adjust any or all of the settings to update the configurations. Make sure to click Save when you are done.