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. Navigate to the All Available Reports page in MyGeotab by either clicking Reports, then All Available Reports, or searching for All Available Reports in the menu. Search for the desired report. Click the More menu for the desired report. Select Edit report. Click the Dashboard tab. Some reports already have a Default chart. If no chart exists for this report, click Create new chart. For new charts, select your desired Chart type. 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