Previewing reports in MyGeotab allows you to quickly verify data accuracy and formatting before downloading, saving time and ensuring you have the information you need. In this video, learn how to preview or download a report in MyGeotab.

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Beginner

MyGeotab

Previewing or downloading a report

Previewing or downloading a report! 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. Click Download template to download the Excel template. Click the report title to view the data or preview the Excel template in your browser. System reports will take you to their corresponding page in your database. Excel reports will take you to a preview of the template file. In Reports, you can download the data in Excel or PDF format. Congratulations! You've completed this tutorial for how to preview or download reports.

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