Building a custom report and scheduling delivery
Assemble the exact metrics you need and email them on a recurring cadence.
5 min readUpdated June 20264.8K views
The report builder lets you combine the metrics that matter to your business into a single, repeatable report.
Build it
- 1Open Reports → Custom → New Report.
- 2Pick a data source (trips, fuel, maintenance, drivers).
- 3Add columns and filters, and choose how to group the data.
- 4Preview, then save the report.
Schedule delivery
Set the report to run daily, weekly, or monthly and choose recipients. They receive a PDF or CSV in their inbox automatically — no logins required.
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