Fleet Management has three reports under Reports › Fleet. They replace the old trip reports, which were removed when the module was rebuilt. They use the common report tools described in Reports: the filter drawer opened with the funnel icon, and the Copy, CSV, Excel, PDF, Print and Column visibility buttons above each table. Exported files and printouts are titled with the report and, when your organization has business units, the unit it ran for.
Who can open which report
The Fleet Reports page lists a report only if you hold the permission for what it reports on. Each report also shows only the records your permissions let you see: vehicles you may view, and, with View (own), only the records you own.
| Report | Needs |
|---|---|
| Vehicle cost summary | Costs › View |
| Service due | Service › View |
| Renewals & compliance | Renewals › View |
| The Fleet Reports page itself | Any Fleet Management permission |
In an organization without permission groups every member can open all three. Amounts, distances and hours follow the organization's number settings.
With business units, each report starts with the unit chosen in the header, has a Business unit filter and a Business unit column, and filters by the vehicle's unit.
Vehicle cost summary
What the fleet cost over a period, rolled up the way you choose. It is the same calculation as the cost summary screen, with more filters and exports.
| Filter | Notes |
|---|---|
| From and To | The period. With no dates, or with an end before the start, it shows this month. |
| Group by | Vehicle, Vehicle group, Vehicle type or Cost category. |
| Vehicle type and Vehicle group | Narrow to one type or group, or All types / All groups. |
Columns: the grouping name, Vehicles (when not grouped by vehicle), Costs, Lease, Total, then Distance, Cost per km (or mile), Hours and Cost per hour (not shown when grouped by cost category). Rows with nothing in the period are left out, and a total line is shown. How distance, cost per unit and lease are worked out is explained under Costs.
Service due
Every vehicle and service programme pair you may see, most urgent first (overdue, then due soon, then OK), and within a state by estimated date.
| Filter | Notes |
|---|---|
| State | OK, Due soon, Overdue or all states. |
Columns: Vehicle, Registration, Programme, Last done, Estimated due, Next due, State and, with business units, Business unit. See Service for how the dates and states are worked out.
Renewals & compliance
Every vehicle and driver document you may see, most urgent first: expired, then due soon, then valid, then renewed, and within each by days left.
| Filter | Notes |
|---|---|
| Status | Valid, Due soon, Expired, Renewed or all. |
| For | Vehicles, Drivers or both. |
| Renewal type | One type, or all types. |
Columns: For (vehicle or driver), Vehicle or driver, Registration, Type, Reference, Provider, Expires, Days left (negative once expired), Cost, Status and, with business units, Business unit (blank for drivers, whose renewals have no unit). See Renewals.
Current limitations
- There are no trip, utilization or driver-performance reports yet. Fuel reports are in Fuel Management.
- Driver renewals are not filtered by business unit.