Updating your custom reports helps ensure your organization always uses the latest version for analysis, improving your reporting capabilities while maintaining the established distribution and scheduling settings. In this video, learn how to replace an existing custom report in MyGeotab.

Video

Intermediate

MyGeotab

Replacing an existing custom report

Replacing an existing custom report! Let's get started. Navigate to the All Available Reports or Reports page in MyGeotab by either clicking Reports, then All Available Reports, or searching for Reports in the menu. Search for the report to replace. Click the report name. Click on the upload field, or drag and drop your updated report into the field. Once the report uploads, adjust the report settings as needed. Click Save when finished. Congratulations! You've completed this tutorial for how to replace an existing custom report.

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