By editing report templates, you can tailor the built-in fleet reports to your unique operational needs, gaining highly specific and actionable insights to drive specialized decision-making. In this video, learn how to customize MyGeotab reports using Microsoft Excel.

Video

Intermediate

MyGeotab

Customizing reports in Excel

Customizing reports in Excel! Let's get started. To change the content of a report, you'll need to download and edit the report's template. In this example, we'll adjust the Watchdog Report to see when a device is Offline for 10+ Days instead of 3+ days. Navigate to the All Available Reports or Reports page in MyGeotab by either clicking Reports, then All Available Reports, or searching for Reports in the menu. Search for the Watchdog Report. Click the Options menu. Select Download template, then open the spreadsheet in Microsoft Excel. Click the Threshold value to change the Offline for 3+ Days to Offline for 10+ Days. You can also adjust the color scheme by selecting the chart. To change its appearance, select the segment corresponding to your target category. The Format Data Point side panel opens once you select a segment. Click the paint bucket icon to see the color and fill settings. Expand the Fill option to see the color adjustment controls. Use the Color dropdown to pick a new hue for the selected segment. When finished adjusting, select cell A1 to make sure MyGeotab pulls the data from the correct section of the report. Click the Save icon when finished editing the report template. Back in MyGeotab, click Add report in the top right. Click on the upload field, or drag and drop your updated template into the field. Click the Dashboard tab to add the chart to your dashboard. Click Create new chart. Select Excel for the Chart type. Adjust the Chart name, Display Options, and any other settings you would like for the new chart. Click Save when finished. Navigate to the Dashboard page in MyGeotab to see your new, updated chart by either clicking Dashboard, or searching for Dashboard in the menu. The chart will appear at the bottom of your dashboard. You can rearrange to suit your preference. Congratulations! You've completed this tutorial for how to customize reports in Excel.

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