Set up periods and reminders for your mileage reports
Do you forget to submit your mileage report and would like to be reminded?
You can set a custom reporting period, which makes it easier to create mileage reports with the correct time frame for your deductions and reimbursement. You can set a yearly, quarterly, monthly, biweekly/fortnightly, weekly or daily reporting period. You can also choose to be notified via email when you need to create a report.
If you are part of a Team, the Team admin can set a reporting period and a reminder for the workplace and all members will be notified via email when they need to create a report.
Once you’ve set a reporting period, you’ll be able to select and use it from the date selector drop-down menu when creating a report.
You can see the set reporting period from the settings menu.
In this article
Important!
Remember that the email you get is a reminder for your report, not the report itself 🙂
You still need to click through to finalise and save the new report. You can also create a report at any time you like, whether you receive the email or not.
And if for some reason you don't receive your email reminder (check your junk folder!) you can go to the app or the web and create a new report for that period without any trouble.
Set a reporting period in the mobile app
- Open the Driversnote App
- Go to Settings > Reporting Periods
- If you have more than one Workplace, select the Workplace you want to set a reporting period for
- Click the Period dropdown option and select how often you need to report your mileage (Yearly, Quarterly, Monthly, Biweekly/Fortnightly, Weekly, Daily)
- Click the Starting date option to select when the reporting period should start
- Check the box Send an email reminder, if you would like us to send you a reminder one business day after your reporting period ends. If you don’t wish to receive a reminder, simply leave the box unchecked. The email reminder will include a preview of the report for all your personal/private and business trips associated with the selected Workplace.
- Click Save
Set a reporting period on the web
- Log in to Driversnote
- Go to Settings > Reporting Periods
- If you have more than one Workplace, select the Workplace you want to set a reporting period for
- Click the Period dropdown option and select how often you need to report your mileage (Yearly, Quarterly, Monthly, Biweekly/Fortnightly, Weekly, Daily)
- Click the Starting date option to select when the reporting period should start
- Check the box Send an email reminder, if you would like us to send you a reminder one business day after your reporting period ends. If you don’t wish to receive a reminder, simply leave the box unchecked. The email reminder will include a preview of the report for all your personal/private and business trips associated with the selected Workplace.
- Click Save
Common questions
Q: How can I change my reporting period?
You can change your reporting period by going to Settings -> Reporting Periods, and clicking on the workplace with a set reporting period. You can edit the time period, as well as your preference for email reminders. You can also change them from within the report.
Q: In what format can I get my mileage report?
You can download your mileage report as a PDF or Excel file.
Q: It's the 1st of the month and I haven't received my email reminder! What's wrong?
For all reports, we send out the notification on the first work day after the new period begins. For example, if the 1st of the month is on a Sunday and you get monthly reminders, you will receive your email report reminder the next day, on the Monday.
Q: I'm trying to create my report but I have a message saying I've reached my trip limit? What's wrong?
If you receive this message, that means you've tracked more than 15 trips for the month on your free lite plan. Find out what you can do to upgrade your account.
If you have already paid for your basic subscription but are still seeing this message, there could be several things that have happened. Are you in a team? You might need to assign your licence on the teams page. Otherwise, you will want to contact us at support@driversnote.com and we will be happy to help!
Q: My reporting period is set to monthly but I need to make a report for the whole year! What can I do?
When you create a report you can change the date filter to any period you need — there will be options for previous or current year or tax year, or an option to select any dates you like from the calendar.