Article | Feature Focus – Sharing

Written by: Chris Knowles, Technical Director

Feature Focus – Sharing Insight

Actionable Insights: Create a Dashboard

In fleet management, the most valuable data is the information you can access instantly and share easily. While our Reports Module offers a deep library of templates, the real power lies in your ability to customize, save, and distribute that intelligence.

Here is how you can streamline your workflow by mastering Saved Reports, PDF exports, and Custom Dashboards.

1. The Power of Parameters: Create Once, Use Forever

Every fleet has unique KPIs. Whether you are monitoring “harsh” driving thresholds or specific vehicle groups, you shouldn’t have to re-enter those settings every morning.

Custom Parameters: Use the “cog” icon to adjust date ranges, asset folders, or behavior thresholds (like setting a stricter speed limit for urban deliveries).
The “Saved” View: Once you’ve tweaked a report to your liking, save it. This adds the report to your personal Saved View tab, allowing you to launch your favorite “Daily Productivity” or “Fuel Usage” insights in a single click.

2. Shareable Intelligence: Professional PDF Exports

Data is only useful if it reaches the people who need it. Every report in the Pay as you Track system can be instantly converted into a professional, easy-to-read PDF.

Evidence-Based Management: Export a driver behavior report to use as a visual aid during performance reviews.
Client Transparency: Provide proof of service or site arrival times by emailing a PDF report directly to your customers.
Boardroom Ready: Present high-level fuel-saving stats or compliance summaries to management without the need for manual data entry.

3. Live Data: Adding Reports to Your Dashboard

For the metrics you need to watch at a glance, static reports aren’t enough. You can embed live, interactive reports directly into your Custom Dashboards.

Instead of digging through menus, you can pin your most critical saved reports to your home screen. This provides a real-time “health check” of your fleet’s productivity and safety the moment you log in, ensuring you stay proactive rather than reactive.

Why This Matters for Your Business

Time Savings: Eliminate repetitive admin by using saved parameters to get data in seconds.
Enhanced Accountability: Share professional PDFs to foster a culture of transparency with your team.
Better Visibility: Use Dashboards to keep your most important KPIs front and center.

Want to learn more about optimizing your reporting? Contact our team today or explore the Reports Module in your account.

Feature Focus – Dashboards