With Autogear's report module you can build your own reports. The Trip Report lets you pull out reports on specific trips based on different variables. It differs from the report in Confirmed trips in that it's less personal, and not designed specifically for mileage allowance or taxation. The front page shows a summary, and the following pages show details of the trips, grouped per driver.
When should I use the Trip Report?
- When you want a report on trips not already covered in the report module
- When, for example, you want a report on all trips at work with the purpose "Picked up materials at the warehouse"
How to use the Trip Report
The report is suitable for invoice attachments, such as:
- Trips to customers
- Trips to addresses
- Trips in a period
- Key figures for one or more drivers
How to create a Trip Report
- Go to Reports in the menu on the left and choose My reports.
- Drag the mouse pointer to the right and click Create trip report.
- Choose the criteria for which trips should be included in the report, for example who the driver should be, or which vehicles you want to use.
- Click + Add to the right to add new lines in the report builder, so you can filter on more criteria.
Click Preview to see the report, or download it as PDF, Excel or CSV. You can also send the report directly to an email address.
Save or automate
- The report can be saved as a template you can quickly open from a list.
- The report can be saved as an automated report that is sent, for example, monthly to a chosen email address.