Transactions and reports

Where to find transaction data, spend insights, and reports in Geotab Fleet Card.

Geotab Fleet Card has several pages for reviewing transactions, analyzing spending, and creating reports:

  • Transactions: Shows all card purchases, including the merchant, amount, driver, vehicle, and fuel type. Use filters and tabs to narrow results, then export the results as a CSV file.

  • Spend Insights: Shows a breakdown of card spending by group. Use it to identify spending trends and groups with high or unexpected spend.

  • Reports: Provides templates for creating and downloading spend reports by driver, card, or vehicle.

  • IFTA Report: Creates quarterly fuel tax reports from card data.

Filtering transactions

Learn how to filter transactions to review card activity and purchase details.

The Transactions page shows all card purchases. Use filters and tabs to narrow results and find specific transactions.

  1. Navigate to Geotab Fleet Card in the main menu.
  2. Go to Transactions.
  3. Optional: Select a tab.
    • Approved shows completed purchases
    • Declined shows blocked transactions
    • Non Fuel shows purchases in other spend categories
  4. Use the filters to narrow results by group, date, card, driver, or vehicle.

The list updates to show transactions that match the filters.

Downloading transaction data

Learn how to export Geotab Fleet Card transaction data as a CSV file for review or reporting.

Download transaction data when you need to review it outside of Geotab Fleet Card, such as in a spreadsheet or accounting tool.

  1. Navigate to Geotab Fleet Card in the main menu.
  2. Go to Transactions.
  3. Optional: Apply filters to narrow the results.

    The export automatically includes any active filters.

  4. Click Export Transactions.
  5. Select the export type:
    • All Transaction Data
    • IFTA Report
  6. Set the date range.
  7. Click Download.

The selected transaction data downloads as a CSV file.

Fuel savings and spend insights

An overview of the Spend Insights page and how it helps Administrators track fleet fuel spending.

Spend Insights provides a monthly breakdown of fuel spending by group. Use it to identify which groups are spending the most and spot trends over time.

Each group shows its own spending, making it easy to compare costs across the fleet.

Use it to find cost savings or review groups with unexpected spending.

Downloading a spend report

Learn how to run and download a spend report in Geotab Fleet Card.

Use the Reports page to build and run spend reports for the fleet.

  1. Navigate to Geotab Fleet Card in the main menu.
  2. Go to Reports.
  3. Select Use template for the report to run, or Build it to start from scratch.
    • Spend by Driver - spending totals per driver
    • Spend by Card - spending totals per card
    • Spend by Vehicle - spending totals per vehicle
    • Blank report - build a custom report from scratch
  4. Fill in the report details including the name, grouping, columns, and filters.
  5. Click Run report to generate the report.
    Note: To save the report for future use, select Save instead. The report is added to Saved reports.
    Result

    The Report runs tab opens automatically.

  6. Select Download PDF or Download CSV.

The report is downloaded as a PDF or CSV file.

Downloading an IFTA report

Learn how to generate and download a quarterly International Fuel Tax Agreement (IFTA) fuel tax report in Geotab Fleet Card.

The IFTA page builds quarterly fuel tax reports from card data. Use it to support IFTA filing.

  1. Navigate to Geotab Fleet Card in the main menu.
  2. Go to IFTA Report.
  3. Select the tab for the reporting year.
  4. Click Generate IFTA report.
  5. Follow the on-screen instructions to complete and download the IFTA report.

The completed IFTA report is downloaded as a file.