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How do I run a report?

To run a report, start by clicking the report icon from the header bar in Portal.

In here you will see the list of standard reports to choose from, simply select a report from the drop down list. and then apply any filters required before clicking ‘View Report’.

Once the report has loaded, you will see the results onscreen and can then download the data if required using the export button.

Operator


dATA SHEET GUIDANCE

The Operator data sheet has 3 main steps to complete. 

This data helps us set up and prepare your account. 

Step 1

Add your workshops

Enter the company name and address for the workshops responsible for regular maintenance of your assets.

Step 2

Add your vehicles.

Use drop-downs to add assets: select type, manufacturer, model, and primary repairer. Required fields are marked (*).

Note

Please note this data is used to setup up your fleet list details and does not create schedules. Schedule imports are available separately if required.

Step 3

Add your users

Enter each user’s name, contact, and role (e.g., Driver, Administrator). Multiple roles are allowed. See the final tab for role definitions. User limits depend on your contract.

Step 4

Additional Information

O-licence data: Enter your O-License details here to set them up on your account. You can assign vehicles to the O-License number in Step 2

Depot Data: Complete this step If you have multiple locations that vehicles and drivers operate from.

If you are unsure on how depots may affect your account set up. Please contact the  implementation team. 

Download Data Sheet

Click here to Download file

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