In addition to the standard report options, such as Driver Compliance and Activity reports, you can create a report to view specific data customized to your fleet. You can choose to export the report or save the template to schedule future reports. The report data sets available are dependent on the report type:
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Driver Custom Report: Driver-specific information and attributes such as safety and risk related behaviors, compliance data, and fuel-related driving habits. Deactivated drivers will only be included in a report if they were active during the date range selected for the report.
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Vehicle & Asset Custom Report: Vehicle and device data such as odometer readings, camera status, and submitted DVIRs.
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When you create a custom report, you choose the specific fields, field names, field order, and any applied tags or attributes. To create custom reports, you must be a Full Admin, Standard Admin, or have a custom role with permission to create custom reports.
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From the Samsara dashboard, select Reports (
) > +Create Custom Report. -
Choose the Driver or Vehicle & Asset report type that you want to create.
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Select Next.
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Choose the fields you want to use as columns in your report. To find a specific field, explore the field categories or use the search field.
To view all available fields that you can include in your report, see Custom Report Fields.
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Select Next when done.
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Format your report:
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Enter a descriptive Report Name.
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(Optional) Drag (
) and drop the fields into your preferred order. -
(Optional) Rename any fields for which you want to provide a custom name.
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(Optional) To add additional columns, click +Add Column.
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Select Next.
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(Optional) To narrow the scope of the report, choose one or more tags or click Add Attribute and select the Attribute Name and Attribute Values.
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Choose a date range for the report, up to 90 days in length.
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Save to preview the custom report.
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Select Run Report to view all report data.
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To edit a custom report, change the filter or date range then Run Report to view the new data set:
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Select Run Report to view the new data set, or select Cancel to return to the most recent run.
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(Optional) Select Recent runs to view up to three previous runs in the Recent runs drop-down.
Clicking a previous run will enable you to return to a different filter set or date range without having to re-run the report.
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Return to the Custom Reports page and select a custom report to perform the following actions:
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To export a custom report, select Export and choose an export method (CSV, XLSX, or PDF file).
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Select Schedule a Custom Report to be emailed on a recurring cadence to users in your organization.
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To reopen the configuration edit modal where you can add, remove, and reorder columns, select Edit Report.
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To remove the report from your organization's custom reports, select Delete Report. Deleting the report will delete it for all users in the organization.
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The following table summarizes the fields that are available for a custom report:
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Field Category |
Description |
Available Fields |
|---|---|---|
|
Driver |
(Driver custom report only) Data relevant to driver information including HOS status, location, personal information, and vehicle identifying information. |
|
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Asset |
(Vehicle and Asset custom report only) Asset specific identifying information. |
|
|
Activity & Fuel |
Data related to fuel efficiency, engine use, and distance. |
|
|
Safety |
Data related to cameras and camera-detected risk factors. |
|
|
Compliance |
(Driver custom report only) HOS status changes and compliance data. |
|
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Maintenance |
Submitted DVIR data. |
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Comments
2 comments
How do you run a individual vehicle report from 07/01/21 - 06/30/22?
Please advise,
Thanks
Paula Britton
Hi Paula,
Please submit a request to our support team.
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