Advanced Custom Reports are a self-service tool for building reports tailored to your business needs. To create a custom report, choose from the following methods:
-
Create a Custom Report with AI: Instantly create a custom report by describing what kind of report you need. After the report is generated, you can manually edit and customize it.
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Manually Create a Report: If you want full control from the start, manually build a report by selecting a dataset and adding custom fields.
Note
To create a custom report, you must be a Full Admin, Standard Admin, or have a custom role with Create Custom Reports enabled.
To instantly create a Custom Report using the Samsara Assistant, follow this workflow:
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From the Samsara dashboard, navigate to Reports (
) > Custom Reports.
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Select Build with AI.
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In the Samsara Assistant on the right, choose from one of the pre-defined prompts or type your own.
Example prompts you can try include:
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Safety scores, eco scores, and distance driven for all drivers in the past 30 days
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Severe speeding events for all drivers in the past 30 days
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Total idle time for each asset in the past week
-
-
Review the generated report and customize it as desired. You can customize the time range, add filters, and add, edit, reorganize, or delete columns.
To add a column, click Add Column (
). You can add up to 50 columns per custom report.
To rearrange a column, hover over it, click the column handle
, and drag the column to its new location.
To edit or delete a column, click the more actions ( ••• ) menu and select an option.
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To edit the report title, click the title at the top and make your changes.
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Click Save.
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After saving the report, it will appear in the list of Custom Reports (Reports (
Note
When you share a report, access is based on the user's permissions. To view reports, users must have Standard Admin permissions or higher, or a custom role with View Custom Reports enabled.
Additionally, users with tag-based access will only see data pertaining to their tag scope. For example, if a user has been assigned a tag limiting their access to a specific region, their report will only include data from that region.
To manually create a custom report, follow this workflow:
-
From the Samsara dashboard, navigate to Reports (
-
Click New Report.
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Select a dataset from the list, then click Use Dataset to create a custom report with this dataset.
See Custom Report Datasets and Default Fields for a full list of available datasets and fields.
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Review the generated report and customize it as desired. You can customize the time range, add filters, and add, edit, reorganize, or delete columns.
To add a column, click Add Column (
To rearrange a column, hover over it, click the column handle
To edit or delete a column, click the more actions ( ••• ) menu and select an option.
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Enter a name for the custom report. A name is required to save and share the report.
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Click Save.
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After the report is saved, to refresh the custom report data you can click Run Report.
Note
Larger reports may take several minutes to load. If the report has too much data, the report may not successfully run. Try adjusting or removing filters, adjusting the date range, or removing columns from the report.
-
After saving the report, it will appear in the list of Custom Reports (Reports (
Note
When you share a report, access is based on the user's permissions. To view reports, users must have Standard Admin permissions or higher, or a custom role with View Custom Reports enabled.
Additionally, users with tag-based access will only see data pertaining to their tag scope. For example, if a user has been assigned a tag limiting their access to a specific region, their report will only include data from that region.
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