- Log in to your account.
- Click the Fuel Cards tile.
- Click the Reports tile.
- You will then have the option of which report type you would like to create:
- Standard Reports
- Advanced Reports
- Fuel Efficiency Reports
- Saved Reports
- Click the tile for the type of report you wish to create. If you click the Standard Report tiles, you will then see the following tiles:
- Vehicle/Driver Name
- Individual Card(s)
- Card Groups
- All Cards
- Invoice Number
- If you select Advanced Report you will be asked to select the products for which you wish to create a report for.
- Click the tile for the type of report you wish to create, you will then see the following tiles:
- Vehicle/Driver Name
- Individual Card(s)
- Card Groups
- All Cards
- Invoice Number
- You will now be asked to set your desired Date Preset.
- You can then narrow the report for time restrictions and transaction restrictions.
- You will then be presented with your Summary Table, from here you use the Tiles to view Individual Transactions, Graphs, Map View and Save Report.
- Click Save Report.
- Create a Report Name, your report will now be saved.
- Click the green tick to create schedule the report via email.
- Enter the email address you wish to receive the report.
- Select the frequency of the report (Daily, Weekly, Monthly)
- Confirm and the report will now be scheduled.
You can view and edit reports by going to the Report Tile and selecting saved reports