Cover Picture

Top 5 Reports Dashboard

Some web browser settings may cause Dashboards to not load. Click here for a list of instructions to update or change your web browser settings. If the issue continues please reach out to tech support for further assistance.


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

  1. Log in and navigate to Home → Analytics → Dashboard.

  2. 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.

  3. Use the sheet tabs at the top of the dashboard to switch between the seven views.

  4. 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

image-20260319-181850.png

Lasso/Selection Tool

Select one or more data points on a chart

image-20260319-181921.png

Clear Selection

Clears the current selection on the chart

image-20260319-181945.png

Cancel

Cancels the current action

image-20260319-182008.png

Confirm

Confirms the current action