Top 5 Reports Dashboard
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Overview
The Top 5 Reports Dashboard provides a collection of commonly used reports across fleet management. It is divided into seven sheets accessible via tabs at the top of the dashboard.
Sheet | Description |
|---|---|
Vehicle Audit | Line item cost breakdown by asset, customer, and department |
Replacement Scoring | Replacement score by asset with the data points used to calculate the score |
Repair History by VMRS | Total M&R cost broken down by VMRS code and description |
PO Transactions | Comparison of total purchase order cost and quantity of parts received |
Fuel by Department | Fuel cost and miles driven broken down by department |
Fuel by Customer | Fuel cost and miles driven broken down by customer |
Fuel by Class Code | Fuel cost and miles driven broken down by class code |
Navigating the Dashboard
Log in and navigate to Home → Analytics → Dashboard.
Select Top 5 Reports Dashboard from the dropdown in the top-right corner. If it is not immediately visible, scroll down through the list to locate it.
Use the sheet tabs at the top of the dashboard to switch between the seven views.
Use the filter bar at the top of each sheet to narrow data by the available filters.
Sheet 1: Vehicle Audit
Filters
Filter | Description |
|---|---|
Filter by Facility / Department / Customer / Vehicle | Filters by facility, then department or customer, then vehicle using a drilldown hierarchy |
Filter by Transaction Date | Filters by transaction date using a drilldown hierarchy: Year → Quarter → Month → Week → Date |
Filter by Transaction Date (Fiscal Year) | Filters by transaction date using a drilldown hierarchy: Fiscal Year → Month → Date |
Widgets
Widget | Description |
|---|---|
Cost by Transaction Category Drilldown | Summary pie chart of vehicle costs by transaction category. First examines whether it is a fixed versus operational cost. Then it breaks down into fixed versus in-house operational versus outside operational costs. Finally the cost is broken down to transaction categories (labor, parts, insurance, etc.) depending on the filters chosen in the previous two levels |
Vehicle Audit Report Table by Customer | Table of transactions by customer |
Vehicle Audit Report Table by Department | Table of transactions by department |
Sheet 2: Replacement Scoring
Widgets
Widget | Description |
|---|---|
Table of Replacement Scoring | Replacement score by asset along with each piece of data that is used to create the score |
Replacement Score Ranges
Score | Rating | Color |
|---|---|---|
5–6 | Excellent Condition | 🔵 Blue |
7–11 | Good Condition | 🟢 Green |
12–18 | Consider Replacement | 🟡 Yellow |
19–25 | Needs Replacement | 🔴 Red |
💡 For more information on how the replacement score is calculated, see the Replacement Scoring Report.
Sheet 3: Repair History by VMRS
Filters
Filter | Description |
|---|---|
Filter by Zone / Region / Facility | Filters by Zone, then Region, then Facility using a drilldown hierarchy |
Filter by Class Code / Vehicle | Filters by class code then vehicle using a drilldown hierarchy |
Filter by Customer / Vehicle | Filters by customer then vehicle using a drilldown hierarchy |
Filter by Department / Vehicle | Filters by department then vehicle using a drilldown hierarchy |
Filter by Transaction Date | Filters by transaction date using a drilldown hierarchy: Year → Quarter → Month → Week → Date |
Filter by Transaction Date (Fiscal Year) | Filters by transaction date using a drilldown hierarchy: Fiscal Year → Month → Date |
Widgets
Widget | Description |
|---|---|
Total M&R Cost by VMRS Description | Bar chart of the total M&R cost by VMRS code/description |
Sheet 4: PO Transactions
Filters
Filter | Description |
|---|---|
Filter by Zone | Filter all widgets by Zone |
Filter by Region | Filter all widgets by Region |
Filter by Facility | Filters all widgets to a specific facility |
Filter by Facility Abbreviation | Filters all widgets using the facility's abbreviated code |
Filter by Received Date | Filters by received date using a drilldown hierarchy: Year → Quarter → Month → Week → Date |
Filter by Received Date (Fiscal Year) | Filters by received date using a drilldown hierarchy: Fiscal Year → Month → Date |
Filter by Part Number / Part Name | Filters all widgets to a specific part by number or name |
Filter by Vendor Name | Filters all widgets to a specific vendor name |
Filter by Invoice Number | Filters all widgets to a specific invoice number |
Widgets
Widget | Description |
|---|---|
PO Transaction Cost Total vs Total Quantity of Parts | Line chart comparing the total cost and quantity of parts received on purchase orders |
PO Transaction Table | List of received purchase order transactions |
Sheet 5: Fuel by Department
Filters
Filter | Description |
|---|---|
Filter by Facility / Department / Vehicle | Filters by facility, then department, then vehicle using a drilldown hierarchy |
Filter by Transaction Date | Filters by fuel transaction date using a drilldown hierarchy: Year → Quarter → Month → Week → Date |
Filter by Transaction Date (Fiscal Year) | Filters by fuel transaction date using a drilldown hierarchy: Fiscal Year → Month → Date |
Widgets
Widget | Description |
|---|---|
Total Miles vs Total Fuel Cost | Combo chart comparing miles driven (bar) and total cost of fuel (line) by department |
Department Table of Fuel Data | Table of fuel transactions showing miles driven and total cost of fuel by department |
Sheet 6: Fuel by Customer
Filters
Filter | Description |
|---|---|
Filter by Facility / Customer / Vehicle | Filters by facility, then customer, then vehicle using a drilldown hierarchy |
Filter by Transaction Date | Filters by fuel transaction date using a drilldown hierarchy: Year → Quarter → Month → Week → Date |
Filter by Transaction Date (Fiscal Year) | Filters by fuel transaction date using a drilldown hierarchy: Fiscal Year → Month → Date |
Widgets
Widget | Description |
|---|---|
Total Miles vs Total Fuel Cost | Combo chart comparing miles driven (bar) and total cost of fuel (line) by customer |
Customer Table of Fuel Data | Table of fuel transactions showing miles driven and total cost of fuel by customer |
Sheet 7: Fuel by Class Code
Filters
Filter | Description |
|---|---|
Filter by Facility / Class Code / Vehicle | Filters by facility, then class code, then vehicle using a drilldown hierarchy |
Filter by Transaction Date | Filters by fuel transaction date using a drilldown hierarchy: Year → Quarter → Month → Week → Date |
Filter by Transaction Date (Fiscal Year) | Filters by fuel transaction date using a drilldown hierarchy: Fiscal Year → Month → Date |
Widgets
Widget | Description |
|---|---|
Total Miles vs Total Fuel Cost | Combo chart comparing miles driven (bar) and total cost of fuel (line) by class code |
Department Table of Fuel Data | Table of fuel transactions showing miles driven and total cost of fuel by department |
Customer Table of Fuel Data | Table of fuel transactions showing miles driven and total cost of fuel by customer |
FAQs & Tips
Q: Why isn't the dashboard loading? Some browser settings (cookie blockers, strict privacy modes) can prevent the dashboard from rendering. See the browser settings guide linked at the top of this page, or contact tech support.
Q: What is the difference between Capital and Operational costs in the Vehicle Audit? Capital costs are fixed asset costs such as depreciation, insurance, and registration. Operational costs include fuel, maintenance and repair, washes, and outside maintenance and repair.
Q: Can I filter multiple values at once? Yes. Most filter fields support multi-select. Click the filter field and select as many values as needed.
Q: What do the right-click options on a widget do? Right-clicking on any widget opens a Chart Options menu with the following actions:
Option | Description |
|---|---|
Copy cell value | Copies the value of the selected data point to your clipboard |
Key driver analysis | Analyzes which factors are most influencing the metric in the selected widget |
View data | Displays a summary table of the data behind the widget |
Monitor in activity center | Not available in RTA |
Share | Not available in RTA |
Subscribe | Subscribe to receive scheduled email updates of the widget's data |
Alerts | Set up threshold-based alerts to be notified when a metric crosses a defined value |
Notes | Add or view notes attached to the widget for team collaboration |
Storytelling snapshots | Not available in RTA |
Download | Download the widget's data or chart as a file (e.g., CSV, image) |
See container options | Access additional options for the widget's container. Container options include: Full screen (expands the widget to full screen), Monitor in activity center (not available in RTA), Share (not available in RTA), Alerts (set threshold-based alerts on the container), and Notes (add or view notes on the container) |
Q: What do the selection toolbar icons mean? The toolbar icons appear at the top of the dashboard and allow you to interact with chart selections.
Icon | Name | Description |
|---|---|---|
Lasso/Selection Tool | Select one or more data points on a chart | |
Clear Selection | Clears the current selection on the chart | |
Cancel | Cancels the current action | |
Confirm | Confirms the current action |