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Build and schedule reports

Reports in the dashboard lets you build a report once, save it, and send it by email now or on a schedule. You can also export reports to CSV or PDF.

Create a saved report

  1. In the dashboard, open Reports.

  2. Create a new report.

  3. Filter by date, driver, status and account type.

  4. Save the report.

Send a report now

Open a saved report and choose the send-now option.

Schedule a report

For example, to email a report every Monday:

  1. Open a saved report.

  2. Choose the option to schedule it.

  3. Set how often it sends and who receives it.

  4. Save.

The report is emailed on the schedule you set.

Pause, resume or check a schedule

  • Pause a scheduled report to stop the emails for now, and resume it when you want them again.

  • View the logs to see when it was sent.

Export

Export a report to CSV (for spreadsheets) or PDF (for printing or sharing).

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