How to Create Custom Reports in Verizon Connect

Quick Summary

Creating custom reports in Verizon Connect means configuring one of the platform’s built-in report types with your own choice of vehicles, drivers, time frames, and options, then saving that configuration to run again later. In Reveal, this process happens through the Reports tab, where you select a report type, adjust Report Options and Advanced Options, then run, save, or schedule the result. In the classic Fleet platform, fully custom reports can also be built by Verizon Connect professional services and uploaded to your account. This guide walks through building, saving, exporting, and scheduling reports, so your team gets exactly the data it needs, automatically. For a broader look at the platform’s complete feature set, visit Verizon Connect Fleet Management Software & Solutions.

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What Does Creating a Custom Report Mean in Verizon Connect?

Verizon Connect Fleet Management Software & Solutions includes a large suite of built-in reports, ranging from high-level fleet summaries to detailed breakdowns of a single vehicle’s activity. Rather than building every report from scratch, customization in Reveal typically means configuring one of these existing report types with the specific vehicles, drivers, time frames, and options that matter to your fleet, then saving that configuration for repeated use.

This approach matters because different roles within a fleet need very different views of the same underlying data. A dispatcher might need a daily summary of stops and idle time, while a finance manager might need a monthly mileage total broken down by state. Consequently, the ability to configure and save reports precisely to each need saves considerable time compared to manually adjusting settings every time a report is needed.

How Do Custom Reports Differ From Fully Bespoke Reports?

In Reveal, most customization happens by adjusting existing report types through their available options. However, for fleets with more complex needs, Verizon Connect professional services, or a qualified third party, can build fully custom reports designed around exactly the information a specific business requires. These reports are then uploaded directly to the account, functioning much like a built-in report once available. Therefore, most day-to-day customization needs are met through configuration alone, while more advanced needs may call for this bespoke development process instead.

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How Do You Run a Report With Your Own Settings?

Running a configured report is the starting point for any custom reporting workflow. Reveal’s Reports tab walks through this process in a consistent way, regardless of which specific report type you choose.

To run a report:

1. From the Reveal navigation bar, choose Reports.
2. On the Reports List page, click the name of the report type you want to use.
3. Click Add Vehicles, select the check boxes for the vehicles to include, then click Save.
4. To include drivers or groups instead, repeat this process using Add Drivers or Add Groups.
5. Choose whether to view results by Vehicle or Driver.
6. Click Run Report to generate the results.

If you want to include your entire fleet rather than selecting individual vehicles, select the My Entire Fleet check box instead of manually choosing each one.

What Additional Options Can You Configure Before Running a Report?

Beyond selecting vehicles and drivers, the Report Options and Advanced Options panels let you fine-tune exactly what appears in the results. The specific options available vary depending on the report type, but common examples include selecting which sensors to display, choosing a time zone basis, or highlighting exceptions that exceed a defined benchmark. Reviewing these panels carefully before running the report helps avoid the need to re-run it later with corrected settings.

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How Do You Save and Reuse a Custom Report Configuration?

Once you have configured a report exactly the way you want it, saving that configuration means you never have to rebuild it from scratch again. This is where a one-time report setup becomes a genuinely reusable custom report.

The table below summarizes the main actions available after running a report.

Action	What It Does
Edit	Opens the editing panel to change vehicle, driver, and option settings
Refresh	Regenerates the report with updated data, using the same criteria
Rename	Changes the report’s title for easier identification later
Schedule	Sets the report to run automatically and email recipients
CSV or PDF	Downloads the report in your preferred file format

Since the Rename option is particularly useful once you have more than one report of the same type, giving each saved report a clear, descriptive title helps your team quickly find the right one later.

How Do You Mark a Report as a Favorite?

For report types you use frequently, Reveal lets you build a shortlist for faster access. Clicking the star icon next to a report type adds it to your list of favorites, which then appears under Home, then My Favorites. To remove a report from this list later, simply click the yellow star again to unfavorite it. This small step can meaningfully speed up your workflow if you regularly return to the same handful of report types.

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How Do You Export a Report as CSV or PDF?

Once a report has run successfully, exporting it allows you to share the data outside of Reveal or work with it in another tool, such as a spreadsheet application.

To export a report:

1. In the upper part of the generated report, click CSV to export it as a spreadsheet.
2. Alternatively, choose PDF to download a print-ready version of the report.

Since CSV files sometimes display incorrectly when opened directly in Excel, a few extra steps help ensure the data imports cleanly.

How Do You Import a CSV Report Correctly Into Excel?

To avoid formatting issues, open Excel and click the Data tab, then select From Text/CSV within the Get and Transform Data group. In the Import Data dialog box, locate and double-click the CSV file you downloaded, then click Import. In the window that opens, choose Delimited as the file type, and select Unicode (UTF-8) as the file origin, before clicking Next to complete the import. Following these steps ensures that special characters and formatting display correctly, rather than appearing garbled within the spreadsheet.

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How Do You Schedule a Report to Run Automatically?

Scheduling turns a one-time report into an ongoing source of information, delivered directly to your team’s inbox without requiring anyone to log in and run it manually each time.

To schedule a report:

1. From the Reveal navigation bar, click Reports.
2. Run the report you want to schedule, if you have not already done so.
3. Click Schedule to open the Schedule Report window.
4. Select Daily, Weekly, or Monthly, noting that the Monthly option is not available for every report type.
5. If applicable, set a time range using the Include Time Range fields.
6. Choose a day for the report to run.
7. Select recipients, or enter additional email addresses separated by commas for people outside your user list.
8. Choose to attach a file in CSV or PDF format, if this option is available for the report type.
9. Click Save.

Since scheduled delivery removes the need to run reports manually, this step is often what makes a custom report genuinely valuable on an ongoing basis, rather than something that gets forgotten after the first use.

How Do You Review and Manage Your Scheduled Reports?

To see every report currently scheduled, go to the Reports tab and click Scheduled Reports. This page displays useful details for each entry, including who created the schedule, the report’s name and type, when it last ran, its delivery format, and whether the schedule is currently active or inactive. Reviewing this list periodically helps catch outdated schedules, such as reports still being sent to someone who has since left the team.

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How Do You Create Fully Custom Reports in the Classic Fleet Platform?

For fleets using the classic Fleet platform, custom reports work somewhat differently from Reveal’s configuration-based approach. Rather than adjusting a built-in report’s options, these reports are designed by Verizon Connect professional services, or a qualified third party, then uploaded directly to your account.

Once uploaded, custom reports behave much like standard built-in reports for everyday use:

• Select Run to generate the report immediately.
• Select Save to store the configuration for future use.
• When saving, choose to schedule the report automatically on a daily or weekly basis.
• View saved custom reports from the Reports tab, or from Manage Reports under the Saved and Scheduled tab.

Since support for custom reports is not included in every version of the platform, fleets interested in this feature should contact their support representative to confirm availability and discuss requirements.

How Do You Schedule a Report From the Manage Reports Screen?

An alternative path to scheduling starts from the Manage Reports screen rather than an already-run report. From the Reports section of the navigation bar, select Create Report, then browse to or search for the report you want. After selecting your preferred report options, choose a format such as Spreadsheet or PDF, then click Save. From the Save Report Details window, set your email delivery preferences and choose exactly how often the report should be generated and sent, for example every Wednesday and Friday at 5 PM, before clicking Save to finalize the schedule.

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How Do You Review Previously Run Reports?

Beyond scheduling new reports, reviewing reports that have already run helps confirm past data or revisit a report you did not save at the time.

To find these reports:

1. In the Reveal navigation bar, click Reports.
2. Select the Recently Run tab.
3. Sort the list by Report Name, Vehicles/Assets/Drivers, Date Run, or Run By, as needed.

If you are an administrator, you can further filter this list to show reports run by yourself or by people you manage, which is particularly useful for larger teams where several people generate reports regularly.

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Conclusion

Building effective custom reports transforms Verizon Connect Fleet Management Software & Solutions from a source of raw data into a genuinely useful decision-making tool tailored to your fleet’s specific needs. Whether you configure and save a built-in report in Reveal, schedule automatic delivery to keep your team informed, or work with professional services to build a fully bespoke report in the classic Fleet platform, each approach puts the right information in front of the right people at the right time. By taking the time to set up favorites, clear naming conventions, and reliable schedules, fleet managers can spend less time chasing data and more time acting on it.

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Frequently Asked Questions

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