How to: Track and Report Multiple Businesses

How can I run reports for my personal business as well as for my employer?

You can easily set this up using our Custom Purpose feature for quick classification and can be done from the mobile app or the MileIQ web dashboard (same email and password as the app).

Below are the walkthroughs to create and add custom purpose classifications to your drives with our Custom Purpose feature using the mobile app and web dashboard, and then, how to create a business specific report using the web dashboard.

Creating a custom business purposes on the Mobile App

  1. Open the MileIQ app, then tap on Menu > Account Settings > Custom Purposes (under Personalization)

This image shows the MileIQ mobile app, highlighting the menu button.  This image shows the settings menu on the mobile app, highlighting the Account Settings button.This image shows the Account Settings page, highlighting Custom Purposes button.

2. Tap on 'Create New Business Purpose', type the name of your business purpose, and press Enter/Return on your keyboard. The change is automatically saved.

This image shows the Custom Purpose page, highlighting the '+ Create New Business Purpose' button.

Creating custom business purposes on the Web Dashboard

  1. Log in to the MileIQ Web Dashboard using the same email and password as the mobile app
  2. Click on “Settings”

This image shows the MileIQ web dashboard, highlighting the settings button.

3. Click “Custom Purposes”.

This image highlights the Custom Purposes button on the Settings page.

4. Enter your desired Business name or type such as a ride-share service Lyft or Uber, Real Estate Showing, jobs for a Client named John Smith, or a delivery and then click “Add”.

This image highlights the text box under the business purposes.

5. Click “Save Changes” when you’ve added all your custom purposes.

Classifying your drives using a custom business purpose on the mobile app

After setting up your custom purposes with business names, now when you long swipe to the right when classifying a drive and releasing, the drive card at this point will bring up the MileIQ Custom Purpose grid (on IOS) or a Custom Purpose list (on Android) with secondary classifications related to the primary category.

To classify a drive from the Mobile App, long swipe to the right to “Add a Purpose”.

This is a GIF that shows how to long swipe a drive to classify and add a purpose.  

Releasing the long swipe to the right will bring up the selection of purposes.

Simply tap on the custom purpose created for the business drive, and the drive is now classified with that specific name. If you have many Custom Purposes, you will need to select the three dots icon to scroll through all your custom purposes.

This image shows the custom purposes, highlighting the three dots icon. This image shows custom purposes, highlighting custom purpose - client john smith.

Once you classify the drive with a custom purpose, it disappears from the Mobile App into your account’s history. After classifying, you can edit drives or make other changes from the web dashboard at https://dashboard.mileiq.com

Classifying your drives using a custom business purpose on the Web Dashboard

After saving your new custom business purposes, you can now classify your past drives on the Web Dashboard using those purposes:

This image shows the MileIQ web dashboard.

1. Log in to your web dashboard (same email and password as the app) 
2. Find the drive you want to classify and select them.
Hint: This will be “Business” if it’s been classified already as a business drive.
This image shows the drive list, highlighting the selected drives.
  1. Click the Business classification icon in the Drive Details pane to the right. Then select the custom purpose you created for these drives.

This image shows the drive card, highlighting the personal classification.

 

4. The classification’s custom purpose is now saved to the selected drives.

This image shows a multiple drive card that has been classified as Errand/Supplies.

Generating a report using one of the custom purposes

To generate a business specific mileage report, please do the following in the Drives tab of the MileIQ Web Dashboard:

  1. Filter the desired date range of your drives.

This image shows the date filter and the drop down calendar.

2. Click on the custom purpose tile to filter the drives classified with that purpose.

This image shows the date filter along with the custom tiles, highlighting custom purpose client john smith.

3. Select all the drives and then click the green “Report” button below the Drive Details pane.

This image shows all the filter drives selected.

4. Name the report and enter any additional information.

This image shows the report creation window.

  1. Click “Create report” to generate the report, have it delivered to the email address tied to your account and a copy to any additional email addresses.
6. Download the report in CSV or PDF formats in the Report tab’s Archived Reports section.
This image shows the report card in the archived reports section.

Repeat the steps above to create a purpose-specific report for any of your classification purposes.

Hint: You can select multiple drive purpose tiles to filter several purposes for creating a report containing multiple purposes .

Additional Information

For more information on creating reports by category, please see here: How to: Create a Report by Category or Purpose

To make finding, sorting and even recognizing drives even easier, Name the Locations in your drives of your frequently visited locations! For more information, please see here: How to: Name your Locations

Learn more about how to classify drives in a group by following this link: How to: Edit Drive Details and Add Notes

For more information about how to classify a drive with a custom drive purposes, please see here:How to: Classify Drives

For more information about creating a report, please see here: Creating a Report

 
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