Table of Contents
The Reports Module, accessed by clicking Reports > Standard Reports in the Sidebar Navigation, allows you to generate a printer-friendly PDF file, export your data to a CSV file (XLSX is also available for some reports), or create a temporary link to share your report with anyone.
NOTE: If you have selected any Filter options, be sure to click Search before clicking the Print or Export button. Otherwise, these Filters will not be retained.
Print Reports
Print controls vary depending on the type of report and are located in the top-right corner.
If the report has a Print button, click it to generate a PDF for printing.
If the report has a More Actions button, click it and select Print to generate a PDF for printing.
Once your PDF is generated, a message will appear in the bottom right corner of the window when the download is complete.
When you print, the PDF file retains all customizations, including sort, filter, and custom column selection. In addition to printing the report on demand, you can schedule a copy to be delivered via email at a regularly designated interval.
TIP: Learn more in the Customize Reports and Save & Schedule Custom Reports articles.
Export Reports
Fleetio reports give you the option to export as a CSV file. The reports listed below have the option to export as either a CSV or an XLSX file:
- Contacts Report
- Fuel Summary Report
- Inspections Submissions Summary Report
- Parts Warranties Opportunities Report
- Service Reminders Report
- Tire Activity Utilization Report
- Vehicles Report
- Work Orders Report
For these reports:
- Click the More Actions button when viewing the report, and select Export Data.
- In the export pop-up:
- Select whether to export only the Visible Columns (the columns visible on the page) or All Columns
- Choose your file format (CSV or XLSX)
- Click the Export button to download your file.
For reports with only a CSV option:
- When viewing the report, click Export CSV and select either Export Visible Columns (the columns visible on the page) or Export All Columns.
- The CSV file download will begin once you make your selection.
Share Reports
Easily share a link to a current report view. Use caution with shared links, as this allows anyone with the link to view all data within the currently selected columns and filter parameters.
NOTE: Sharing reports is not available with the Essential Fleetio plan.
When viewing a report, click the Share button in the top-right corner.
- Depending on the type of report, the Share button will look like one of the options below.
In the pop-up, Copy the link to share with other users.
- You can click stop sharing this report if you have created the link by mistake
View Shared Reports
All Shared Reports can be viewed by clicking Shared in the Reports sidebar menu.
The More Actions Button on each shared report provides options to View Source Report, Copy Link, or Unshare.
