Dashboards and ReportsThe Right Information At The Right Time
Custom Dashboards & Reports
Delivery of the right data, at the right time and in the right format is what makes reporting valuable. Data needed at the service manager level is very different than that needed at the fleet manager level or for sales management. Service managers likely need data through a map or a mobile app at a glance while in the field. Executives need a report once a week which summarizes key data. The GO System is designed for diverse fleet management needs. Fleetistics helps customers configure rules and groups to make delivery and management significantly more efficient.
Rules & Exceptions
Reports and dashboards can contain status data or data by exception. Exceptions are determined based on rules that the user creates and the vehicle activity that generates an exception to the rules.
Standard & Custom Rules
Geotab offers tremendous flexibility to create rules that focus data on your business. There are a wide variety of standard rules popular among fleet managers which offer quick and easy configuration. Custom rules use syntax to create rules very specific to unique situations.
Sample Customer Rule
No seat belt, for more than 60 seconds, for a distance great than 500 yards and over 20 MPH.
Importance of Grouping
It is very important to understand the value of being able to group vehicles and data and assign access rights by group. Limiting the scope of data based on the users area of responsibility improves the value of the data and increases security. The Geotab platform provides extensive grouping flexibility such as GPS trackers, engine types, vehicle model year, service function and more. This enables fleet managers to see associated costs and functions in new ways.
Custom dashboards at the user level. Dashboards are created using the standard system reports or by modifying a system report and saving back to the Geotab platform. Dashboards can be arranged using drag and drop and made accessible to specific user groups.
Trip History is also known as a Start-Stop report. This is the most commonly viewed report at the service department level because it details the days vehicle activity. This travel report shows every stop, time of the stop, stop duration, miles traveled, idle time and generally the maximum speed.
Geotab reports also include exceptions specific to each trip when viewed online. All fleet management data from the Geotab platform is maintain for a minimum of one year but data has not been deleted in 20 years!
Fleet Reports Available
The reports are available in two categories 1. Standard or built in 2. Custom or customer created. Access to custom reports can be controlled by user groups. This means customers can make one change for hundreds of users.
Examples of Custom Reports
To convert standard reports to a custom report, export it to Excel, edit the formula, save it to your desktop and then upload to your account. When uploading select the group who will have access to the report. It will then appear in the report list. If custom reports start with a unique prefix, this will group them in the report view making it easy to separate system from custom reports.
Upload Customized Excel Reports
Customizing reports is a major differentiator between this fleet management system and “canned” GPS tracking systems. If your needs go beyond filtering report fields then the GO System is the only system in the vehicle tracking industry to offer this level of flexibility.
Customizing Reports In Geotab
Step 1. Download a default report.
Step 2. Edit the Excel file and save to your desktop
Step 3. Import the Excel file into Geotab
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