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      How to Create a Custom Report

      Here's the video produced by Geotab :

      https://support.geotab.com/video-hub/video?uuid=bN1JGPeCG3Vg8EjpHh8b1P

       

      Applies to:

      • Report creation
      • Exporting or importing a report
      • Modifying an existing report

      It's possible to modify an existing report in MyGeotab to fully customize it. All reports listed in the report list can be edited. To get a template that you can work with and modify, follow these steps:

      • From the Reports tab, select Report Setup > Report Views
      • Select the report to modify
      • You can press export or select the report and press export

      Once the Excel report is open, make the desired modifications.

       

      Important Notes:

      • All reports contain different sheets (Data/Report/Summary)
      • Cell formats can be changed (date and time format/fonts/font size/colors/etc.)
      • Columns can be shown or hidden
      • Formulas are considered (e.g., adding a column that calculates cost per KM)
      • Additional columns can be added to the Report sheet provided they are added before the last column containing data
      • Conditional formatting will be supported
      • Agreements can be modified
      • From the Report sheet, lines before the start of the data can be deleted as long as the reference link to the Data sheet is not deleted

      Warning:

      • It is strongly recommended not to change the data in the Data sheet
      • Links to the Data sheet must be retained
      • The sheet on which the report will be saved is the one displayed in MyGeotab. For example, to display a chart on the dashboard, it is important to save your report on the sheet (tab) containing the chart
      • Sheets cannot be renamed (Data, Report, Summary)
      • Existing sheets can be copied
      • The report cannot contain more than 1000 lines for import into MyGeotab

       

      Displaying sheets from the Excel file:

      • Right-click on the sheets
      • Select Show
      • Select the sheet to display
      • Press OK

       

      Hiding sheets from the Excel file:

      • Right-click on the sheet to hide
      • Select Hide

       

      Import the report into MyGeotab

      Once the report has been modified and saved, you can re-import it into your MyGeotab database.

       

      Explanatory Videos (English) Geotab: