With Fleet Management in Mileage Book, you can generate reports and create detailed data extracts of your fleet activity.
The reporting function can be used if you need to pull a list of data based on a specific value or defined criteria – for example a particular user, department, vehicle, date range, status, or other data field.
You can filter and structure your data to generate exactly the overview or dataset you need. This allows you to create targeted lists and reports instead of only viewing a complete overview of your entire fleet.
In addition, you can create user-specific report templates, enabling you or others in your organization to quickly generate and export reports again later – for example for further processing in Excel, documentation, or internal analysis.
This function is relevant if you need to:
Pull a list of specific records
Filter data based on a given value
Select specific fields or columns in a data extract
Export targeted reports for further use
Create a fleet report template
You can easily and quickly set up your report template by going to
"Systemsetup > Fleet management > Reports"
To create a report, press the green 'Create' button.
In the report template's setup, you must specify:
- Report template name.
- Who should see and apply the template.
- What should the template contain.
- When the report template is complete, press "Save" at the bottom of the column.
Create a fleet report based on a template
Ready to generate a report now based on a template?
Navigate to "Fleet Vehicles > Vehicles".
Click "Report" in the second blue column that appears from the left side of the screen. You can now choose to generate a report based on the available templates in the drop down menu.