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

In this article

How to submit a report on the app

1. From the app, go to Reports
2. 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. 
3. Select the relevant filters (vehicle, date range, trip type, odometer)
4. Click on Save and view to view the generated report, then click Submit
5. 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.

How to submit a report on the web

1. Login to the web
2. Click on Reports
3. Click on + Create Report
4. Optional: If you have more than one, select the correct vehicle and workplace
5. 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
6. Select if you want to show Business or Business/Personal
7. Finally, select if you want to show or hide the odometer
8. 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
9. Each individual trip is shown below - You can check that they are correct and any necessary notes are added
10. Once reviewed click Save and View - This will create a report for your own records
11. Next click Submit - This will send the report to your team admin/manager
12. You can click on Reports again and you will see that it is now saved and awaiting approval
13. 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.

Your administrator can see no other details about your trips other than the data you submit in the report, so you should contact your manager/administrator if more information or explanation is required. 

Once you have made the necessary corrections to your trip record, you will then need to create and submit a new report.

Please note

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:

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

On the web:

1. On Driversnote’s website, go to Reports
2. Open the report you’ve submitted to the team
3. At the top of the report, click "withdraw report"
4. 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