How to: Create a Report

How do I create a report?

 

MileIQ makes it easy to report on the drives that have been captured and classified, with date, destination and distance recorded for every single one. A MileIQ report can be generated from either the MileIQ app, or from the MileIQ Web Dashboard, at https://dashboard.mileiq.com.

 

Create a report from the MileIQ app

The easiest way to create a MileIQ report is through the MileIQ app. Once you've classified any drives you need in the report (see How to: Classify Drives for more info), do the following:

  1. On the Unclassified Drives screen, tap on the Report button IMG_E4129.JPG in the upper right
  2. Choose the appropriate option from the menu choices presented
  3. A report will be sent to your email in PDF and spreadsheet formats

For more information, including screenshots detailing the process (iOS and Android), please see Generating Mobile Reports.

 

Create a report from the MileIQ Web Dashboard

There are two ways to create a report from the MileIQ Web Dashboard, at https://dashboard.mileiq.com. The simplest and easiest way to create a report based on a date with general criteria would be through the Reports Tab. While a more fine-tuned report can be created through the Drives view, each is briefly explained below.

 

Reports Tab

The Reports tab (at https://dashboard.mileiq.com/reports) allows you to generate a MileIQ report based on three simple criteria: 1) date, 2) classification (business vs personal) and 3) vehicle assigned to drives. To learn more about how to generate a report from the Reports view, please see How to: Create a Report through the Dashboard (Simple).

 

Click the Reports Tab on the left.

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Then select the filters that you need to report on.

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Click "Create this report".

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Give your report a Name and fill out any other additional details you may need, then click "Create and send report".

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You'll see confirmation that the report has been sent to your email address.

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Once the report is created and sent, it will then appear in the Archived reports section for you to access again in the future.

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Drives View

The Drives Tab (at https://dashboard.mileiq.com/drives) allows you to generate a MileIQ report through more advanced criteria. In addition to date, classification (personal/business) and vehicle, you can filter your drive selection by custom purpose, classification method (auto-classify vs manually), and no vehicle assigned. To learn more about how to generate a report from the Drives view, please see How to: Create a Report through the Dashboard (Advanced).

 

From the Drives tab, you can select the appropriate filters to see only the drives you want to include in a report.

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Once filtered, select all the drives that meet your requirements, then click "Report" in the right column.
Web_-_Drives_Selected_Report_-_Annotated.png

 

Give your report a Name and fill out any other additional details you may need, then click "Create and send report".

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You'll be taken automatically to the Reports tab where a confirmation message will appear at the bottom.

Web_-_Report_Created_Confirmation_-_Annotated.png

 

Once the report is created and sent, it will then appear in the Archived reports section for you to access again in the future.

Web_-_Report_done_now_Archived_-_Annotated.png

 

 

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