Available to subscription: Fleet Management
User role: Fleetmanager
What can you use reports for?
With reports you decide which information about your vehicles or assets is included in an Excel export. You create a report template once, and then you and your colleagues can download the report from the list of vehicles or assets.
The report Standard - Rapport exists for all customers, both for vehicles and for assets.
Where to find the reports
1. Select System setup in the menu on the left.
2. Click Fleet management.
3. Find Reports, and click Go to page.
The list shows the report name, who created it, area (vehicle or asset), the number of fields in the report and which employees can use it. Click the pencil to edit a report, or the trash can to delete it.
Create a report
1. Click Create.
2. Enter the report name. The field is required.
3. Choose who can see and download the report: All, Private (only you) or Roles (the roles you select).
4. Choose the area: Vehicles or Asset.
5. Tick the fields the report should include. If you tick the header, all fields are selected.
6. Click Save.
The fields are grouped in areas. For vehicles these are Master data, Leasing/Economy, Economy, History and your own custom fields. For assets these are Master data, Acquisition, History and your own custom fields.
Download a report
1. Go to Fleet vehicles > Vehicles or Asset > Assets.
2. Filter the list if needed, so it only contains the vehicles or assets you want included.
3. Click Report above the list, and select the report. The Excel file contains all vehicles or assets in your search result.
If you only want one vehicle or one asset included, open it and click Report next to the details.