By tailoring your Risk Management reports, you can proactively identify high-risk trends and implement data-driven strategies to improve driver safety and reduce potential incidents. In this video, learn how to generate a custom Risk Management report.

Video

Intermediate

MyGeotab

Generating custom risk management reports

Generating a custom risk management report! Let's get started. Click safety. Click Risk Management. The Options menu will open automatically. - Make a Date Period Selection. Type and select to add the Exception rules of your choice. Make any other Display Options adjustments as needed. When you are ready, click apply changes. Your Risk Management report will generate with the exceptions you've added. Adjust the columns displayed in the table using the gear icon dropdown. To download the data, click Reports. You have the option to download the report as an Excel or PDF file. Congratulations! You've completed this tutorial for how to generate a custom Risk Management report.

Video Transcript