If you're wanting to report on EROAD, you will need to use the Income by Vehicle report. this will show you the distance data that gets pulled into MyTrucking at midnight each night.
Custom reports are quick and easy to build. Simply select the fields you want to include, give your report a name, and save it.
You can access your saved reports at any time and update the date range as needed.
There’s no limit to how many custom reports you can create.
How to Create a Custom Report
Go to Reports > Custom > New Custom Report
Select the Job Status you want to include:
Active Jobs – Jobs still to be completed (shown on the Daysheet)
Done Jobs – Jobs marked as Done (no longer on the Daysheet; found on invoice pages)
Invoiced Jobs – Completed jobs available via Find Jobs
Cancelled Jobs – Jobs marked as Cancelled
(Optional) Use Group By to organise your report
This groups results and shows sub-totals for each category
Select your date range
Choose up to 20 fields by ticking the options in Select Columns
Click Update to generate your report
💡Top Tip
If you turn on the Job ID field, you'll be able to click on the ID and open jobs directly from the report.
Group By
If you would like to group the report output, you can use the Group By dropdown. The group will show sub-totals for each new item.
Select the date range you wish to show.
💡 Top Tip
If you change any options in the report builder, you’ll need to click Update to refresh the results
Filtering Results
You can further refine your report by selecting the blue column headings to filter the data (for example, by client or product).
💡 Top Tip
You can select multiple values within a filter
You can filter up to two columns at a time
For more advanced filtering, export the report to Excel and use Excel filters.
What data will display on the report
Custom reports will report on the billing line of a job. If you use Multi Leg jobs, the custom report will display the data from the top line of the job (the billing line). You will not see the activity lines (legs).
If you have the Cost Rate Fields turned on for your MyTrucking account, you will have the ability to select the Cost Rate fields in the field selection.
For more information on Cost Rate, check out this article: Cost Rate
Saving and Running Reports
To save your report:
Enter a name
Click Save
You can run saved reports anytime from:
The All Reports page
The Custom Report menu
You can run saved reports by clicking on the report name on the All Reports page or from the Custom Report Menu:
Deleting a Custom Report
Go to Reports > All Reports
Click on the X next to the custom report you wish to delete
Exporting a Report
You can:
Download as a CSV (Excel) file
Create a PDF
Email the report (separate multiple email addresses with a comma)
Selecting Create PDF or Create CSV will generate a link to open or download the file.
Attachments
Job attachments (such as files, images, and signatures) can be included in custom reports.
These won’t display on-screen
They appear as links in PDF and CSV exports, which you can click to open
Limitations
Contracts
You're unable to report on an outstanding contract. Instead you can see contracts on the Daysheet grouped at the end of the page.
PDF/Email
If your report has more than 300 lines, PDF and Email options are unavailable. You’ll need to download the report as a CSV instead.
On-Screen Display
Reports with more than 5000 lines cannot be displayed on screen
Download as a CSV to view in Excel
Office Notes
Office Notes cannot be included in custom reports.
Invoice Number
Invoice numbers can be included in Custom Reports for jobs that have been posted to:
Xero
MYOB Essentials
QuickBooks Online (CSV)
Reckon (IIF)
If you use a different accounting system, then your invoice numbers will not be shown on the report.
Automatically Sending Custom Reports
Custom reports cannot currently be scheduled to send automatically.
💡Top Tip
Head to Account > Dashboard for a quick visual overview of key figures, such as income by vehicle.
Need more help?
Reach out to our MyTrucking Experts from the Messenger or search for more Help Articles.
