Analytics Tab

The Analytics tab is a powerful tool that lets you visualize your fleet data in various graph formats. You can compare driver ratings, monitor idling time, and much more. Here's a step-by-step guide to help you create and customize your dashboards.

Step 1: Open Dashboard Templates

1. Navigate to the Dashboard tab and select ‘Open Dashboard’.
2. You will see an option to open 'From Template'.

Step 2: Choose a Template

1. Select one of the available templates.
2. A preview of the widgets included in this dashboard will be shown (note: this is just an example, not your data).
3. Click ‘Open Template’ to populate the dashboard with your data.

Step 3: Select Assets

1. Choose whether to include all assets in your account (Default) or specific cost centres (if you have these set up).
2. The widgets will now populate with your data.

Step 4: Run Dashboards

• We recommend running dashboards for the first time when you have around a month's worth of data.
• To populate an MPG score, the calculation requires a minimum of two fuel transactions on the linked fuel card.

Step 5: Edit Widgets

1. If you wish to edit any of the widgets from the template, clone the template by selecting the clone icon on the top right corner of the screen.
2. This creates a new dashboard where you can edit existing widgets and add new ones by running Analytics reports and sharing them to the dashboard.

Step 6: Customize Your Dashboard

1. After clicking the clone icon, you can rename the dashboard and enter a new description if you wish, then select OK.
2. A new dashboard will appear with the new name as a new tab in the Dashboard section.
3. Above each widget, you will see edit icons. Here you can:
   • Share the widget to other dashboards you have created (if editable).
   • Delete widgets if not required.
   • View the report and widget settings.

Step 7: Adjust Parameters

1. By clicking the pie chart and cog icons, you can edit the parameters and adjust some of the data within this report.
2. You can change the time period viewed and add additional table information (if data exists in the original report).

Step 8: Share Your Dashboard

1. This dashboard will be available to you only at this point.
2. If you wish to share it with other users on your account, navigate to Dashboard in the Administration section, select the dashboard you wish to share, select the edit icon, and change from Public - No to Publish - Yes.
3. Move the slider over to purple to enable Public - Yes.

Step 9: Ensure User Access

• The dashboard will then be available on the list on the right-hand side of the Open Dashboard screen, above dashboard templates.
• Ensure the user has the same access to the cost centre set up. The user will only be able to see dashboards with the same cost centre permissions as they have been assigned within their User record.

Need Help?

• Please contact the Support Team if you require any assistance creating bespoke dashboards.

I hope this helps! If you have any questions or need further assistance, feel free to ask.