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 tutorial, learn how to generate a custom Risk Management report.

Tutorial

Intermediate

MyGeotab

Generating custom risk management reports

Generating custom risk management reports! Let's get started. Navigate to the Risk Management page in MyGeotab by either clicking Safety, then Risk Management, or searching for Risk Management in the menu. The Filters menu opens automatically. Choose the date range you want to include in the built-in risk management report. Add the Exception rules that are relevant to your report. For example, you could select Harsh Cornering, Harsh Braking, Speeding, Hard Acceleration, Major Collision, or Minor Collision. Review the remaining report options and make additional adjustments as needed. Review your selected Exception rules and report options, then select Apply to generate the report with your chosen settings. Your Risk Management report generates using your selected Exception rules and report options. Use the gear icon dropdown to choose which columns appear in the table, so you can focus on the information most relevant to your review. Click Reports in the top right to access the available download options for your report. Choose the file format that best meets your needs: Excel or PDF. Congratulations! You've completed this tutorial for how to generate a custom risk management report.

Video-transcript