Drill Down and Exploration

What kinds of custom KPIs can I track?

Cardata Intelligence allows you to track a wide range of KPIs related to driver activity, reimbursement spend, program participation, and compliance. You can also work with your Customer Success Manager to define and track organization-specific KPIs based on your data.

Can I save my own custom views or filters?

Yes. You can apply filters and configurations to reports; such as specific date ranges, driver types, or cost centers, and save them as custom views for quick access later.

Can I segment reports by department, region, or manager?

Absolutely. Reports can be filtered and segmented by common organizational structures, including department, region, manager, and other custom fields defined in your driver data.

Is there a limit to how much I can customize reports?

There are no hard limits on the number of filters or saved views you can create. However, customization options depend on the data fields available in your program. If you need help setting up specific report types, your CSM can assist.

Do I need technical skills or coding knowledge to build custom reports?

No, Cardata Intelligence is designed to be intuitive and user-friendly. You don’t need any technical or coding background to create reports. It’s built so anyone can explore and use their data. Your data, your way.