Skip to main content
Wallet Reporting
Updated over a week ago

What’s New: Wallet customers are now able to download important document related reports through the new Wallet section on the ‘Reports’ page. This helps wallet users to stay on top of their document compliance and take quick actions to remain compliant.

Wallet users can download the following reports regarding their documents statuses:

  • All documents

  • Expiring soon documents

  • Expired documents

  • Drivers without documents

  • Assets without documents

Reports for “All documents”, “Expiring soon documents”, and “Expired documents” will have the following data fields:

  • Document name

  • Document type (Asset/driver)

  • Document expiry date

  • Document file type

  • Tags

  • Document size

  • Linked assets (only for asset documents)

  • Linked driver (only for driver documents)

  • Available to driver (yes/no) (only for driver documents)

  • Expiry reminder duration

  • Expiry reminder recipients

Reports for “Assets without documents” will have the following data fields:

  • Asset name

  • Asset type

  • Team name

  • Mileage

  • Engine hours

  • Last inspection date

  • Status (In/out of service)

  • License plate

  • Make

  • Model

  • Color

  • Year

Reports for “Drivers without document” will have the following data fields:

  • Driver name

  • Team name

  • Last inspection date

  • App username

  • Email

  • Phone

  • Employee number

  • Status

  • Device platform

Note:

  1. Wallet reports are only available for customers with an active Wallet subscription.

  2. These reports can be downloaded in either CSV or Excel format. Users can toggle the report format at the top of the “Reports” page.

  3. Filtering by date and team is not available for Wallet reports.

How to access Wallet reports

  1. On your Dashboard, click on the “Reports” tab from side navigation.

  2. Within the “Reports” page, you will see the Wallet section with all of the reports stated above available to download.

  3. At the top of the page, you can toggle between and CSV and Excel formats to download the file type you need.

Please contact us at [email protected] or call us at +1 704 489 3268 if you need further assistance.

Did this answer your question?