MyGeotab: How to set up a Dashboard report

1. Select the Administration > Report Configuration... > Report Views or the Reports > Report Setup > Report Views option from the main menu.
2. Enter the name of the desired report in the search bar.
   • 
3. Click the report name.
4. Click the Dashboard tab.
   • 
   •  NOTE: Find the report you want to add to your Dashboard, click on the report's name then resume the next step
5. Click the Create New Chart button, if necessary.
6. Select the type of chart to add to the dashboard.
   • 
7. Enter the Name and a Description for the chart, if necessary.
8. Set report display options:
   1. Select the groups that can see the report in their dashboard under Group dashboard viewers.
   2. Select who can see the report in their dashboard under Individual dashboard viewers.
   3. Select Yes for the Include me as the person who can see the dashboard option to add the report to your dashboard.
9. Establish the report data configuration:
   
   1. Select the Report Data Refresh Period.
   2. Select the Next run date to refresh the report data.
   3. Under Belongs to, select the groups whose data you want to include in the report.
10. Depending on the report, there may be other reporting options to set, such as special exceptions, zone types, or other thresholds.
11. Once finished, click the Save button.

Additional reference materials:

• Reporting Basics Video
• Guide to Report Automation