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:
Wallet reports are only available for customers with an active Wallet subscription.
These reports can be downloaded in either CSV or Excel format. Users can toggle the report format at the top of the “Reports” page.
Filtering by date and team is not available for Wallet reports.
How to access Wallet reports
On your Dashboard, click on the “Reports” tab from side navigation.
Within the “Reports” page, you will see the Wallet section with all of the reports stated above available to download.
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.