Submit a report to your manager

If you are a member of a team and need to submit a report to your admin or manager for approval, this is the guide for you.

If you’re not on a team, please check out our other guide: Creating a report

How to submit a report on the app

From the app, go to Reports
If it’s your first time, you’ll be brought to the create a report page. If you have made one before, tap on the + sign in the top right-hand corner.
Select the relevant filters (vehicle, date range, trip type, odometer)
Click on Save and view to view the generated report, then click Submit
When you submit the report, you can add a message for the admin/manager to see

If your report was approved, there are no further actions you should take. Don’t forget to keep on recording your trips, so you’re ready for the next reporting period.

Please note

You can’t edit a report you’ve already created. Also, keep in mind that if you record new trips or make changes to your already logged ones after creating a report, those changes will not be seen on the saved report and you’ll need to withdraw the submitted report and create a new one.

How to submit a report on the web

Login to the web
Click on Reports
Click on + Create Report
Optional: If you have more than one, select the correct vehicle and workplace
Under the next filter select the date range - If your team has set a date range (for example, weekly), you’ll find them under reporting periods
Select if you want to show Business or Business/Personal
Finally, select if you want to show or hide the odometer
Now you can review the report - You’ll see the summary of miles/kilometres driven for that time period at the top of the report
Each individual trip is shown below - You can check that they are correct and any necessary notes are added
Once reviewed click Save and View - This will create a report for your own records
Next click Submit - This will send the report to your team admin/manager
You can click on Reports again and you will see that it is now saved and awaiting approval
When the admin/manager has approved, it will change status to approved

If your report was approved, there are no further actions you should take. Don’t forget to keep on recording your trips, so you’re ready for the next reporting period.

What happens if my report is rejected?

If you receive an email that your report has been rejected, it is most likely because a trip is incorrect. Your team admin/manager will include a comment on what needs to be corrected.

You will need to find the trip(s) and correct them and then create and submit a new report.

Please note

Once you have made the changes, the rejected report does not update automatically. Instead, you need to create and submit a new report for the same date range. You can then delete the rejected report if you wish.

How do I withdraw a report?

You can withdraw a report you’ve submitted to your Team. You can only do so if the report’s status is still “Awaiting approval”, meaning the team manager hasn’t approved or rejected the report yet. If you choose to withdraw a report, the team manager won’t be able to see it anymore in their team overview.

To withdraw a report:

In the app:

Open the app and go to Report
Select and open the report you wish to withdraw
Tap the button "withdraw report"
You can now create and submit a new report

On the web:

On Driversnote’s website, go to Reports
Open the report you’ve submitted to the team
At the top of the report, click "withdraw report"
You can now create and submit a new report

Common Questions

I only need to submit business-related trips but I track my personal/private trips as well. How can I fix this?

The trips you drive are only accessible to you and you alone. The team admin/manager only has access to your reports. Simply create a report and select Business only. This way you can track all your trips and only submit the relevant business trips to them.

Need help?

Check out some of our other guides for team members:

Get started with Teams for team members

Move trips to your team workplace

Mileage reporting for Teams