Reports and Dashboard

How do I create a new report or customize an existing report?

To create a new report navigate to the "Detailed Reports" section, and develop your report through there. Whether you want to remove unnecessary data, add new fields, or build custom formulas, this feature gives you full control over how your data is displayed and shared.



What does “null” mean on the Mileage Band Audit report? Are those drivers just in line with their band?

No, "null" in the Mileage Band Audit report does not mean that a driver is in line with their mileage band. Instead, it means that either no mileage band has been set for that driver, or no data is available to calculate their mileage against a set band.

There are typically two main reasons you might see “null”:

  1. Missing or Unavailable Data:
  2. The driver’s mileage data has not been recorded or synced from the source systems (e.g., Snowflake).
  3. For example, in recent audits, Snowflake tables have contained data for only ~6,000 of ~20,000 drivers, which results in many records appearing as "null."
  4. No Mileage Band Assigned:
  5. The driver has not been assigned a target mileage band yet, so there is no benchmark to compare their actual mileage to.
  6. If a band had been set and the driver was meeting it, their status would be listed as “on track” instead of “null.”

Tip: If you're seeing a high percentage of "null" values, it may indicate an issue with how data is flowing into Cardata Intelligence from source systems, or it may mean that your driver bands have not yet been fully configured. You can follow up with your Admin or the Cardata support team to ensure everything is set up correctly.

Can I edit reports built by other users?

You can edit shared reports if they’ve been pinned to a centralized dashboard that you have permission to manage. Otherwise, you can duplicate the report and customize your own version. Reports can also be shared with stakeholders via scheduled delivery or exported as PDF, XLSX, or CSV files.

Can I add or replace a report on a dashboard?

Not at this time. The main dashboard in Cardata Intelligence is a standard, curated view designed to give you the most important driver and program insights at a glance. It’s built to surface the key data points you need as an admin, without any setup required.

More customizable dashboard options are planned for the future, but for now, the main dashboard remains fixed to ensure consistency and clarity across your program.

How many dashboards can I create?

In the current version, you can edit your existing dashboard. Support for multiple dashboards will be available in a future release.

Can I pin data visualizations for quick access?

Yes! You can pin select charts from your Cardata Intelligence explorations for quick access. Pinned charts make it easy to keep your most important insights just a click away, no need to re-run a query every time.

Can I share dashboards with other teams

Yes. Dashboards can be shared with other users who have a Cardata account within your organization.

Can I export a dashboard or report to Excel or PDF?

Yes. You can export data from reports or dashboards in Excel or PDF formats for offline access or presentations.

How do I filter or sort data within a report?

WIP

How can I view the full title of a chart header or confirm what a visualization is showing?

If a chart title is cut off (as in your screenshot), you have a couple of options to reveal the full text:

  1. Hover Over the Title

Just move your mouse over the truncated title, this will trigger a black tooltip box that displays the full chart or column name.

  1. Click "Edit" to Enter the Custom Report Builder

If hovering doesn’t reveal enough, click "Edit" on the dashboard. This opens the Custom Report Builder, where the full subheading, filters, and chart logic are visible.

Bonus Tip: If the chart doesn’t look accurate (e.g., it shows 0 mileage for drivers you know are active), check the filters. In most cases, the visualization may be filtered by Reimbursement Date or another date field that doesn’t match what you see in Cardata Cloud. Try aligning your filters to confirm accuracy.

Why doesn’t the date filter apply to some fields (like Trip Count) when I edit a report in the Custom Report Builder?

This happens because Trip Count and Reimbursement Date are based on two different underlying data tables with distinct schemas and time logic.

The Trip Count field is sourced from a pre-lock “trip-level” table, where each row represents a single trip. This table uses the Trip Date field and contains high-granularity data like individual trip times and locations.

In contrast, Reimbursement Date is pulled from a monthly aggregation table used for reimbursement reporting. It doesn't track individual trips, instead, it summarizes total business mileage and reimbursement amounts per driver per month.

As a result, when you apply a filter like "Reimbursement Date = last 2 months", it won’t affect Trip Count unless you’re also explicitly filtering by Trip Date.

Tip: If you're trying to understand trip volume (e.g., total trips taken), use Trip Date for your filters. If you're analyzing reimbursement trends, use Reimbursement Date. Avoid mixing the two unless you understand how the schema handles each field.