How to create a report
Keeping track of your trips and creating a report is an organized, tax compliant way to documents your mileage reimbursement claims or tax deductions. In this article, you'll learn step by step how to create your customized reports on mobile and web, then share or download them as PDF or Excel files.
How to create a report on your phone
To create a report from your phone, tap on the " Reports" icon on the app's home screen.
If this is the first report you have created, you’ll go right to creating your first report.
You can create your custom report by selecting the vehicle, date interval, tripe type, and workplace. You can also choose whether or not to include your odometer readings within reports (keep in mind, it may not be a requirement in your country).
Once you create a report it will be saved under " My reports".
You can also create new reports from this page by tapping " Create report". Keep in mind, if you make changes to your report after creating a trip, those changes will not be seen on the saved report and you’ll need to create a new one.
Once you create your report, tap " Save and view report", then choose either to "Share" or "Download".
You can share your report directly through the app, just tap " Share" and enter the email and write a short note to the recipient.
When you select " Download", you’ll be given a choice between downloading your report as either a "PDF" or "Excel" file. You will then be able to save the document, attach it to an email or print it from your computer.
How to create a report from your web account
Log in to your Driversnote web account then click on "Reports" to navigate to your "Report overview"
If this is your first report, you’ll be taken directly to create or your first report. Generate your customized report by selecting the vehicle, date interval, tripe type, and workplace. You can also choose whether or not to include your odometer readings within reports (keep in mind, it may not be a requirement in your country).
If you’d like to preview the PDF version of your report, click "Preview PDF" or just click "Save and view report".
Saved reports will be visible from now on when you click "Reports" in the header. To create a new one from this page, just click "Create new report" in the upper right corner. If you receive reports yourself, you can also see them here when they are sent to you.
If you’d like to share your report directly from the app click " Share" to email your report and attach a message to the recipient.