Support Guide

March 2022

Revision History

Scope

The intent of this document is to assist Geotab users in enabling and using the various fuel-saving features in MyGeotab.

Fuel-Saving Features

While the importance of fuel efficiency is well known, it can be difficult to identify steps to take to improve it. To start, you must have a clear understanding of how much fuel you’re using and why — after all, you can’t manage what you don’t measure.

Telematics can help customers better understand not only how much fuel a fleet is consuming, but also why. With that information, fleet operators can implement effective measures to help improve fuel efficiency.

Enabling and using the MyGeotab features outlined below can help save on fuel costs and maximize fleet efficiency.

Idling

It can be especially helpful to know when fuel is consumed. The following features in MyGeotab allow you to track and investigate different types of idling and engine data to save on fuel costs.

Idling Percentage by Vehicle Vocation

Feature Overview

1. Click Engine and Maintenance.
2. Click Engine & Device.
3. Select Measurements.
4. Click Options.
5. Select date period.
6. Under Display Options, select vehicle(s).
7. Select trip idle fuel used under diagnostics.
8. Click Apply Change.

Trip Fuel Used

1. Click Engine and Maintenance.
2. Click Engine & Device.
3. Select Measurements.
4. Select date period.
5. Under Display Options, select vehicle(s).
6. Select trip fuel used under diagnostics.
7. Click Apply Change.

Fuel Usage

Average Fuel Economy

Feature Overview

1. Customers can incorporate MyGeotab’s various fuel trend data graphs into a dashboard.
2. Customers can customize dashboards to show only the most relevant and timely information (i.e. the graphs they want to see, in the order they want to see them).

How to Use

To Modify a Report

3. 1. Click Dashboard & Analytics.
   2. Click Dashboard.
   3. Select Optimization and Productivity.
   4. Select Average Fuel Economy.
   5. Click download.
   6. Open the Excel file.
   7. Edit the Excel file as required (i.e. change company goals or expectations).
   8. Save the Excel file.
   9. Upload the Excel file to the MyGeotab dashboard.

   To Edit the Date Period After Uploading a Report

1. Click Administration > Reports... > Report Views.
2. Find the report.
3. Select the report (click anywhere other than the preview button).
4. Click Email Report.
5. In Date Range, select the desired date range.
6. In the top left-hand corner, click Save.

To Locate a Report

1. Click Marketplace.
2. In the Search field, enter “MPG”.
3. Select Average Fuel Economy Report.
4. Click download.
5. Open the Excel file.
6. Edit the Excel file as required (i.e. change company goals or expectations).
7. Save the Excel file.
8. Upload the Excel file to the MyGeotab dashboard.

For more information on how to create a custom report, click here.

Fuel Usage

Feature Overview

1. Customers can use MyGeotab’s Groups feature to compare their vehicles to the aggregate fleet data most similar in purpose. This quick and unique way to organize assets provides customers a snapshot of all related assets.
2. Once groups are created, a proper comparison of fuel usage can be done by using the Industry Trend Fuel Consumption by Engine Size dashboard.

How to Use

To Locate the Fuel Consumption by Engine Size Dashboard

1. Click Dashboard & Analytics.
2. Click Fleet Industry Trend.
3. Under Fuel Economy, scroll down until you locate Fuel Consumption by Engine Size.



Fuel and EV Usage Report

Feature Overview

3. Customers can use MyGeotab’s Fuel and EV Energy Usage Report feature to quickly and easily track how fuel is being used in their fleets.

How to Use

To Check Fuel and EV Energy Usage

4. 1. Click Engine & Maintenance.
   2. Click Fuel and EV Energy Usage.
   3. Click Date Period/Sub-period.
   4. Under Display Options, select the desired assets in the fleet.
   5. Click Apply Changes.

   To Download a Fill-Ups Page & Fuel Usage Report

1. Click Engine & Maintenance.
2. Click Fuel and EV Energy Usage.
3. Click Date Period/Sub-period.
4. Select vehicles.
5. Click Apply Changes.
6. At the top of the screen, click Reports > Advanced.
7. Select the location to download and save the report.
8. Click Save.

For more information on how to pull up a fuel usage report, click here.

For fuel usage and fill-ups FAQ, click here.






Mileage Report (MPG Report)

Feature Overview

4. Customers can customize and generate mileage reports, as required.
5. The trip history page report measures precisely the total distance driven per trip. This is a great way to compare miles driven versus fuel used.

How to Use

To Create a Custom Report

6. 1. Click Administration.
   2. Click Report Setup.
   3. Click Report Views.
   4. In the top search bar, enter “Advanced Trips Detail Report”.
   5. Click Export.
   6. From your downloads folder, open the Excel file.
   7. At the top, click Enable Editing.
   8. At the bottom, click Summary.
   9. On the left-hand side, click Table to expose the pivot table on the right-hand side.
   10. In the pivot table fields, ensure only Device and Distance are selected.
   11. At the top, click PivotTable Analyze.
   12. In the top banner, click PivotChart.
   13. Ensure the Clustered Column chart is shown.
   14. Click ok.
   15. Modify the chart title and color, as desired.

   ! IMPORTANT: If you want your chart to display on your dashboard, save the Excel file while in the Summary tab.

   16. Save the Excel file to your computer.

   For more information on custom reports, click here.

   To Upload a Custom Report

1. Click Administration.
2. Click Report Setup.
3. Click Report Views.
4. At the top, click Create Custom Report.
5. At the top, click Import Excel Report.
6. Once the Excel file has been loaded, click on the file name to rename it.
7. For Show report in dropdown list, click Yes.
8. Click Save.

To learn how to add a report to MyGeotab, click here.

To Run a Trips Summary Report

1. Click Map.
2. Click Trips History.
3. Click Summary.
4. Click Options.
5. Click Date Period/Sub-period.
6. Select to view the report by vehicle or driver.
7. Click Apply Changes.

To learn how to run a trip history report, click here.

To Download an IFTA Report

1. Click Activity.
2. Click IFTA Report.
3. Click Options.
4. Enter your date period.
5. Select whether or not you want to include historical/archived data.
6. Select your vehicle(s) for the report.
7. Click Apply Changes.
8. Click Report.
9. To download the report ast:
10. 1. An Excel file: select Standard or Advanced.
    2. A PDF: click the … three dots > Download PDF.

To learn how to pull an IFTA report, click here.




Trips Summary Report

Feature Overview

6. Customers can run a Trips Summary Report to give a quick overview and comparison of fuel consumption for each trip.
7. Using the Trip History page in MyGeotab, customers can quickly determine driving distance, idling duration, and speeding (a contributing factor to fuel consumption). Customers can identify by name or by zone segments of a trip whether vehicles use more fuel in a particular zone.

How to Use

To View Trips History

8. 1. Click Map.
   2. At the top, click Trips History.
   3. Scroll down to the appropriate vehicle.
   4. Using the arrows at the top right-hand side, select the desired date.

   To Run a Trips Summary Report

1. Click Map.
2. At the top, click Trips History.
3. Click Summary.
4. Click Options.
5. Click Date Period/Sub-period.
6. Select to view the report by vehicle or driver.
7. Click Apply Changes.

For more information on how to run a trips summary report, click here.






Rules

Hard Acceleration

Feature Overview

8. Customers can create a Hard Acceleration rule, to quickly receive alerts and notifications regarding rule violations. This can help customers minimize fuel waste caused by aggressive driving.
9. Hard Acceleration is calculated as (acceleration forward or braking > 0.29 G).

How to Use

To Create a Standard Rule

10. 1. Click Rules & Groups.
    2. Select Rules.
    3. Under the Hard Acceleration rule, select the sensitivity (type of vehicle).
    4. Click the envelope icon.
    5. Select your desired notification type.
    6. 1. For email, choose the appropriate email template and add the desired email address.
    6. Click Add.
    7. Click Save.

    For more information on how to set up driver feedback from within a rule, click here.

    To Create a Custom Rule

1. Click Rules & Groups.
2. Select Rules.
3. Click the pencil icon beside the appropriate rule you want to customize.
4. 1. Enter a descriptive name.
   2. Set the color/apply group/add comments as required.
4. Click Conditions.
5. Add conditions as required.
6. Click Notifications.
7. Add notifications as required.
8. Click Save.

For more information on how to create a custom rule, click here.

To Set Up Notifications

1. Click Rules & Groups.
2. Select Rules.
3. Under the appropriate rule, click the envelope icon.
4. Click Add driver feedback.
5. Select the type of driver feedback from the list.
6. Click Save.

To Set Up Alerts

1. Click Rules & Groups.
2. Select Rules.
3. Under the appropriate rule, click the envelope icon.
4. Click Add alert.
5. Select the type of alert from the list.
6. Click Save.

To Set Up Audio Feedback

1. Click Vehicles & Assets.
2. Select the Asset.
3. Click Audio Feedback.
4. From the list, select the type of audio feedback.
5. Set your thresholds for the audio feedback, as required.
6. Click Save.

To Generate an Exceptions Report

1. Click Rules & Groups > Exceptions.
2. Select the Date Period, Vehicles/Driver, Assets, and Rules.
3. Click Apply Changes.
4. At the top, click Report.
5. To download the report, select your desired option under Summary or Details.

For more information on how to generate an exception report, click here.

To Set Up Email Notifications For a Rule

1. Click Rules & Groups > Exceptions.
2. Next to the hard acceleration default rule, select the envelope icon.
3. 1. For a custom rule:
   2. 1. Scroll down to the bottom of the page.
      2. Select the desired rule.
      3. Click Notifications.
   3. Select Add email.
   4. Enter an email address.
   5. Click Add.

   For more information on how to set up email notifications for a rule, click here.

   To Set Up an Email Report

1. Click Administration > Report Setup > Report Views.
2. Using the Template name search bar, enter the name of the report you want to set up email notifications for.
3. Select the report.
4. Click Email report.
5. Set Email options to Yes.
6. Under Display Options:
7. 1. Select the groups or individuals to send an email report to.
   2. If you want to receive an email report as well, set Email the report to me to Yes.
   3. Set Redirect report to Off if you will not be receiving the report, or if you have selected other recipients.

   ✱ NOTE: You can send the report to someone other than yourself based on certain conditions.

7. Under Report Data Configuration: select the time range of data you want to see on the report
8. Under Refresh Period: select how often you want the report to email out (the next run is when the report will be sent out via email).
9. Belonging to: from the list, select the group(s) that should be displayed in the report (the default is Everything, i.e. data for all groups).
10. At the bottom, under Additional Report Options (visibility depends on the report): enter specific exceptions, zone types, or other thresholds.
11. Scroll up to the top.
12. Click Save.

For more information on how to set up an email report, click here.



Excessive Speeding

Feature Overview

10. Customers can create a Speeding rule, to quickly receive alerts and notifications regarding rule violations. This can help customers minimize fuel waste caused by aggressive driving.
11. Speeding can have a large negative impact on a company's margins: 1 MPG fuel efficiency is lost per every 10-mile excess over the posted speed limit.
12. If a vehicle has a collision while speeding that results in a fatality, it could potentially put a company out of business.

How to Use

To Create a Standard Rule

13. 1. Click Rules & Groups.
    2. Select Rules.
    3. Under the Speeding rule, select the Speed Over Limit.
    4. Click the envelope icon.
    5. Select your desired notification type.
    6. 1. For email, choose the appropriate email template and add the desired email address.
    6. Click Add.
    7. Click Save.

    For more information on how to set up driver feedback from within a rule, click here.

    To Create a Custom Rule

1. Click Rules & Groups.
2. Select Rules.
3. Click the pencil icon beside the appropriate rule you want to customize.
4. 1. Enter a descriptive name.
   2. Set the color/apply group/add comments as required.
4. Click Conditions.
5. Add conditions as required.
6. Click Notifications.
7. Add notifications as required.
8. Click Save.

For more information on how to create a custom rule, click here.

To Set Up Notifications

1. Click Rules & Groups.
2. Select Rules.
3. Under the appropriate rule, click the envelope icon.
4. Click Add driver feedback.
5. Select the type of driver feedback from the list.
6. Click Save.

To Set Up Alerts

1. Click Rules & Groups.
2. Select Rules.
3. Under the appropriate rule, click the envelope icon.
4. Click Add alert.
5. Select the type of alert from the list.
6. Click Save.

To Set Up Audio Feedback

1. Click Vehicles & Assets.
2. Select the Asset.
3. Click Audio Feedback.
4. From the list, select the type of audio feedback.
5. Set your thresholds for the audio feedback, as required.
6. Click Save.

To Generate an Exceptions Report

1. Click Rules & Groups > Exceptions.
2. Select the Date Period, Vehicles/Driver, Assets, and Rules.
3. Click Apply Changes.
4. At the top, click Report.
5. To download the report, select your desired option under Summary or Details.

For more information on how to generate an exception report, click here.

To Set Up Email Notifications For a Rule

1. Click Rules & Groups > Exceptions.
2. Next to the speeding default rule, select the envelope icon.
3. 1. For a custom rule:
   2. 1. Scroll down to the bottom of the page.
      2. Select the desired rule.
      3. Click Notifications.
   3. Select Add email.
   4. Enter an email address.
   5. Click Add.

   For more information on how to set up email notifications for a rule, click here.

   To Set Up an Email Report

1. Click Administration > Report Setup > Report Views.
2. Using the Template name search bar, enter the name of the report you want to set up email notifications for.
3. Select the report.
4. Click Email report.
5. Set Email options to Yes.
6. Under Display Options:
7. 1. Select the groups or individuals to send an email report to.
   2. If you want to receive an email report as well, set Email the report to me to Yes.
   3. Set Redirect report to Off if you will not be receiving the report, or if you have selected other recipients.

   ✱ NOTE: You can send the report to someone other than yourself based on certain conditions.

7. Under Report Data Configuration: select the time range of data you want to see on the report
8. Under Refresh Period: select how often you want the report to email out (the next run is when the report will be sent out via email).
9. Belonging to: from the list, select the group(s) that should be displayed in the report (the default is Everything, i.e. data for all groups).
10. At the bottom, under Additional Report Options (visibility depends on the report): enter specific exceptions, zone types, or other thresholds.
11. Scroll up to the top.
12. Click Save.

For more information on how to set up an email report, click here.



Engine Abuse

Feature Overview

13. Customers can create an Engine Abuse rule, to quickly receive alerts and notifications regarding rule violations. This can help customers minimize fuel waste caused by high revolutions per minute (RPMs).

How to Use

To Create a Standard Rule

14. 1. Click Rules & Groups.
    2. Select Rules.
    3. Set the Engine Abuse rule to On.
    4. Click the envelope icon.
    5. Select your desired notification type.
    6. 1. For email, choose the appropriate email template and add the desired email address.
    6. Click Add.
    7. Click Save.

    For more information on how to set up driver feedback from within a rule, click here.

    To Create a Custom Rule

1. Click Rules & Groups.
2. Select Rules.
3. Click the pencil icon beside the appropriate rule you want to customize.
4. 1. Enter a descriptive name.
   2. Set the color/apply group/add comments as required.
4. Click Conditions.
5. Add conditions as required.
6. Click Notifications.
7. Add notifications as required.
8. Click Save.

For more information on how to create a custom rule, click here.

To Set Up Notifications

1. Click Rules & Groups.
2. Select Rules.
3. Under the appropriate rule, click the envelope icon.
4. Click Add driver feedback.
5. Select the type of driver feedback from the list.
6. Click Save.

To Set Up Alerts

1. Click Rules & Groups.
2. Select Rules.
3. Under the appropriate rule, click the envelope icon.
4. Click Add alert.
5. Select the type of alert from the list.
6. Click Save.

To Set Up Audio Feedback

1. Click Vehicles & Assets.
2. Select the Asset.
3. Click Audio Feedback.
4. From the list, select the type of audio feedback.
5. Set your thresholds for the audio feedback, as required.
6. Click Save.

To Generate an Exceptions Report

1. Click Rules & Groups > Exceptions.
2. Select the Date Period, Vehicles/Driver, Assets, and Rules.
3. Click Apply Changes.
4. At the top, click Report.
5. To download the report, select your desired option under Summary or Details.

For more information on how to generate an exceptions report, click here.

To Set Up Email Notifications For a Rule

1. Click Rules & Groups > Exceptions.
2. Next to the engine abuse default rule, select the envelope icon.
3. 1. For a custom rule:
   2. 1. Scroll down to the bottom of the page.
      2. Select the desired rule.
      3. Click Notifications.
   3. Select Add email.
   4. Enter an email address.
   5. Click Add.

   For more information on how to set up email notifications for a rule, click here.

   To Set Up an Email Report

1. Click Administration > Report Setup > Report Views.
2. Using the Template name search bar, enter the name of the report you want to set up email notifications for.
3. Select the report.
4. Click Email report.
5. Set Email options to Yes.
6. Under Display Options:
7. 1. Select the groups or individuals to send an email report to.
   2. If you want to receive an email report as well, set Email the report to me to Yes.
   3. Set Redirect report to Off if you will not be receiving the report, or if you have selected other recipients.

   ✱ NOTE: You can send the report to someone other than yourself based on certain conditions.

7. Under Report Data Configuration: select the time range of data you want to see on the report
8. Under Refresh Period: select how often you want the report to email out (the next run is when the report will be sent out via email).
9. Belonging to: from the list, select the group(s) that should be displayed in the report (the default is Everything, i.e. data for all groups).
10. At the bottom, under Additional Report Options (visibility depends on the report): enter specific exceptions, zone types, or other thresholds.
11. Scroll up to the top.
12. Click Save.

For more information on how to set up an email report, click here.



Dashboards

Aggressive Driving Dashboard

Feature Overview

14. The Aggressive driving dashboard gives customers a snapshot of their highest and lowest performers, in terms of aggressive driving.
15. Built from a combination of safety rules, including Harsh Cornering, Harsh Braking, and Hard Acceleration, this dashboard can help customers measure their drivers’ performance.

How to Use

To Add an Aggressive Driving Report to a Dashboard

16. 1. Click Administration.
    2. Click Report Setup.
    3. Select Report Views.
    4. Select/search Aggressive Driving report.
    5. Click Dashboard.
    6. On Dashboard graphic options, select Yes.
    7. Choose your:
    8. 1. Display options
       2. Report data configuration
       3. Any additional report options
    8. Click Save.

    For more information on how to add an existing report to a dashboard report, click here.

    To Edit a Dashboard Report

1. Click Dashboard & Analytics > Dashboard.
2. Select the Dashboard Report.
3. From your downloads folder, open the Excel file.
4. 1. If prompted, enable editing.
4. Modify, as required.
5. From the tab you want to display in your Dashboard, save the Excel file.
6. In MyGeotab, click Administration > Report Setup > Dashboard.
7. Select the name of the Dashboard Report you just modified.
8. Click Drop your file here or click to browse your computer.
9. Import the Excel file you just saved.
10. Click Save.

For more information on how to edit a dashboard report, click here.



Green Fleet Dashboard

Feature Overview

16. The Green Fleet dashboard can help fleet managers improve fuel economy and reduce emissions.
17. This dashboard provides weekly and monthly metrics on fuel use, emissions, and driver behavior, providing insight regarding the fleet’s environmental performance and flagging opportunities for improvement.

How to Use

To Locate the Green Fleets Dashboard on the Marketplace

18. 1. Click Marketplace.
    2. In the search bar, enter “Green Fleet Dashboard.”
    3. Click Green Fleet Dashboard.
    4. Follow the installation instructions for downloading the add-in.
    5. Install the add-in into MyGeotab.
    6. To access the dashboard on MyGeotab, on the left-hand side, click Green Fleet Dashboard.
    7. At the top right-hand side, click the settings menu (three lines) and configure as required.
    8. Click Apply Changes.

    For more information on green fleet dashboards, click here.

    For the green fleet driver user guide for Geotab customers, click here.

    

    Add-Ins

    Fuel Card Integration

    Feature Overview

18. Customers must have a clear understanding of how much fuel they’re using and why — after all, you can’t manage what you don’t measure.
19. Fuel Integration helps you track fuel cost, cost per fill-up and monthly fuel spending. Additionally, it is ideal if you are looking to fight and identify potential fuel card misuse? Today, Fleet Managers cite that “real-time data/GPS features” are one of the most valuable benefits of a fuel payment solution. This solution allows you to match a vehicle’s location with the merchant’s location at the time of purchase. It provides you with fuel card data (e.g., purchase location, date, time, as well as gallons/liters pumped) and Geotab GPS location data using telematics connections allows it to be used in standard Geotab reports. If fuel cost is an issue for you, then this is a great solution to stay on top of fleet costs and inefficiencies.

How to Use

To Get the Fuel card Integration from the Marketplace

1. Click Marketplace.
2. In the search bar, enter “Fuel Card Integration”.
3. Click Fuel Card Integration.
4. Follow the installation instructions for downloading the add-in.

For more information on the Fuel Transaction Provider (WEX) Setup Process, click here.

For more information on Fuel Card Integration Support and Troubleshooting, click here.




Frequently Asked Questions (FAQs)

Q: How do I add an existing report to my dashboard?

A: Follow the steps below to add an existing report to your dashboard in MyGeotab:

1. Go to Administration.
1. Select Report Setup > Report Views.
2. Find the report you want to add to your Dashboard.
3. Click on the report's name.
4. Navigate to the Dashboard tab.
5. Select Yes on Dashboard graphic options.
6. Configure display options, report data configuration, and any additional report options.
7. Click Save.



Additional Resources

1. 12 Tips to Cut Down Your Fleet Fuel Expenses - Article
2. How to Tackle Rising Fuel Costs and Increase Fuel Efficiency with Telematics - Article
3. IFTA GUIDE V2.0
4. KCS Articles