Dashboard reports in MyGeotab provide a real-time, visual overview of key performance indicators, enabling you to quickly identify trends and make informed decisions. In this tutorial, learn how to set up dashboard reports in MyGeotab.

Tutorial

Intermediate

MyGeotab

Setting up dashboard reports

Setting up dashboard reports! Let's get started. Click "Reports". Click "Report Setup". Select "Dashboard". Search for the desired report. If the report does not appear, click the "show all types of reports" button and try your search again. Click on the report. Click "create new chart". Select which chart type you want on the dashboard. For interactive charts, you can set up the chart and adjust its formatting in the "Interactive Chart Settings" section. Under "Display Options", select which groups and individuals can see the report in their Dashboard. Choose which date range to display in the report. Select how often to refresh the report data. Select when the report should update next. Select which groups you want to include data from in the report. Set any additional report options. Some reports have extra configuration settings. Click Save when finished. Congratulations! You've completed this tutorial for how to set up dashboard reports.

Video Transcript