View the Fleet Activity Report

The Fleet Activity Report displays detailed transactions for the selected fleet accounts during the selected date range.

To view the Fleet Activity report, follow these steps:

  1. On the Financial menu, click Register Reports, and then click Fleet Activity.

The Fleet Activity tab appears.

  1. In the From Date and To Date boxes, type or select a date range for the report.
  2. In the Site(s) box, select a site, multiple sites, or All sites.
  3. Click the Customer(s) box.

The Customers dialog box appears.

  1. In the Search box, if searching for a Business Name, then type the business name, or if searching for an Account #, then type the number.
  2. In the Customer Status box, make one or more selections to filter by the account status.
  • All means all of the fleet customers regardless of their status.
  • Active means the fleet customer is available for use.
  • Suspended means the fleet customer is currently not available for use (possibly unpaid and on hold).
  • Terminated means the fleet customer account has been canceled and is not available for use.   
  1. Click the Search button.
       
  2. To select fleet customers, select the individual fleet customer boxes or the All box to select all of the account boxes on the current page.

NOTE: Selecting the All checkbox will simply check all of the accounts on the displayed page.  If there are more pages and you wish to include them, you must select the All checkbox on each of the remaining pages. 

Tip: To select larger groups of accounts more quickly, increase the number of records on a page from the default value of 10, to another such as 20, 30, 50, or 100.

  1. After making Customer selection, click the Close button.
  2. Click the View Report button.
    The Fleet Activity report appears. Every fleet customer begins on a separate page of the report.
  1. From the Fleet Activity report toolbar, you can Search, Print, or Export the report.

  

 

 Report Toolbar

 

 

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