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 Report icon on the app's home screen.
If this is the first report you are creating, you’ll go right to the "Generate report" screen.
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".
After creating your first report, you can create more from the "Report" tab in the app by tapping + Create report.
Once you create your report, tap Save and view, 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.
Q: Can I set a periodic reminder for creating a report?
You can set a custom reporting period to create mileage reports with the correct time frame for your deductions and reimbursement. We’ll then notify you via email when you need to create a report. See how to set a reporting period and reminder here.
Q: I made changes to my trips. Why is my report not changing?
Note 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 create a new one.