How to create a Report by Category or Purpose

How to Create a Report by Category or Purpose

MileIQ makes it easy to generate reports based on specific drive purposes or categories—whether you’re looking for Business-only drives, Personal drives, or any custom purpose you’ve created.

Note: The IRS requires that every drive—even personal ones—have a classified purpose. That’s why MileIQ automatically captures each drive for you to review and classify.

Follow these steps to create a custom report based on a specific drive purpose or category:

 

✅ Step 1: Classify Your Drives

Before generating a report, make sure all the relevant drives are properly classified.
Go to the Drives tab on the MileIQ Web Dashboard and review the drives you want to include in your report.

 

🔍 Step 2: Filter Your Drives

At the top of the screen, click the Filter button.
You can filter by:

  • Business – to view only business-related drives

  • Personal – to view personal drives

  • Any Custom Purpose you’ve added (e.g., "Client Meeting", "Commute", etc.)

 

☑️ Step 3: Select Filtered Drives

Once the list is filtered, use the checkbox next to "# matching drives" in the top row to select all of the displayed drives within your date range.

 

🧾 Step 4: Create Your Report

After selecting the drives, a multi-drive summary card will appear on the right side of the screen.
Click the Report button in the bottom-right corner.

 

📤 Step 5: Finalize and Send

Fill in any required details, then choose how you’d like to receive your report:

  • Email – Sent directly to the email address associated with your account

  • Concur – If you're part of a MileIQ Teams organization using Concur integration

Click Create and Send Report when you’re ready. 

 

 

That’s it! 🎉
You’ll receive your report shortly. You can repeat these steps for any specific category or purpose you've used in classification.

 

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