Monthly Fleet Report (MFR) - Version 3.5 (FY20)
This process requires a source file in a text format. The source file is the report exported from SQ7, a custom report, Report NO. 7539. This report returns a list of equipment details between a start date and an end date.
This procedure simply appends fleet details such as FleedId, VIN, Tag, Year, Make and Model etc to to the CSV file.
SQ7 formats all numberic fields with a comma seperator, which must be removed first. When there are changes to CSV format, this reports needs to be updated as well.
The Custodian text file is optional. It is provided by Asset Management and it is in a fixed format.
Help
- Log int SQ7, got to Reports, run the Custom Report, 7359 "Fleet Management Cost", and go to File, check Export to CSV, set date range and other filters, and then click on Print Report. It will save a file in the specified folder.
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Open the exported CSV file in Excel, format all numberic columns by removing the comma seperator, so that "12,345.89" becomes 12345.89, for example:
- Keep the first 9 rows as is. This procedure expects these header rows though they will be skipped in the final report.
- Line 8 is the date field, for example, Date: 01/01/2023 - 12/31/2023. This procedure parse this line to get a Begin Date and an End Date. All subsequent queries are based these two dates.
- Save the file to the local folder, for example, Downloads, so that it can be uploaded for processing
- Make sure that Start Date and End Date matches the date range used in Report 7539
- Vehicle Custodian file is supplied by Asset Management.
- Click on the Browse button and browse to the recently modified file.
- Wait for the process to complete. At the prompt, save the file. The new file layout is based on the MFR Report Version 3.5.
- Additinonal help is available here
