Procedure
- Go to Administration > Report Setup... > Report views or Reports > Report set up > Report views.
- Type the name of the report you want to run, inside the search box on the top left called Template name
- Click on the Preview section of the report
- Click on Options, select required date or period
- Click Apply changes (This will show a report view on the screen)
- To download click on Report, you will find the report highlighted, click on the name of the report to download as an excel document. If need to download a PDF version click on the 3 dots on the right
- If the report is not visible to download, you will find it highlighted inside Report > Summary or Details
Additional Notes
- The report can be printed by using the PDF or Excel button.
- For more information on how to create a custom report please see: How to create custom reports
- To upload a custom report, please go to MyGeotab>Administration>Report Setup>Report Views or Reports>>Report Setup>Report Views.