How to create a report

Keeping track of your trips and creating a report is an organized, tax compliant way to document 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. 

In this article

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, trip 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 logged trips after creating a report, 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 Send or Download

You can share your report directly through the app, just tap Send, enter the recipient's email and write a short note.

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 your first report. Generate your customized report by selecting the  vehicle, date interval, trip 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. Click Save and view report to save your report as an Excel or PDF file.

Saved reports will be visible when you click Reports in the header. If you receive reports yourself, you can also see them here under "Team reports".

To create a new one from this page, just click +Create report in the upper right corner. 

If you’d like to share your report directly from the app, click Send to email your report and attach a message to the recipient.

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