How to: set reporting periods for your Team

The team admin can set a reporting period and reminders to make sure team members submit their mileage reports on time and for the correct period. Once you’ve set a reporting period, all team members will be able to use it from the date selector menu when creating a report.

Set a reporting period and email reminders

1. Log in to Driversnote or open the app
2. From the Teams Navigation bar, click Settings, then Reporting periods
3. Under the Period dropdown menu select the time period members should report on (Yearly, Quarterly, Monthly, Biweekly/Fortnightly, Weekly, Daily, Mid-month & end-of-month)
4. Click the Starting on the dropdown menu to select when the reporting period should start
5. Select the option Reporting reminders, 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 option unselected.  The email reminder will include a preview of the report for all your personal/private and business trips associated with the selected Workplace.
6. You can also select an option to Only allow period-based reports, which will restrict reports to the periods set only, and not to other dates in-between those set dates. When this is enabled, the option Select from calendar is removed from the date range options when you create a report.
7. Click Save

All Team members will be reminded by email at the end of each period if they have any trips they have not yet submitted to the team. If a member doesn’t wish to receive reminders for their Team’s reporting periods, they can disable them by customizing their email notification settings in the mobile app or on the website.

Edit your team's reporting period

To edit a reporting period you’ve set, follow the steps outlined below:

1. On the Driversnote website, go to Settings -> Reporting periods (you can also do this from the app)
2. Click on your team’s workplace
3. Make changes to the reporting period and/or reminder settings
4. Click Save to confirm the changes

Is your team set up?

Check out the video below. We walk you through all the steps in setting up a team.