The general process is to save the Excel file to your desktop, edit the file, save again and then upload to your Geotab account. There are few points that merit mentioning; 1. The group structure should support distribution goals; 2. Multiple reports can't be combined. 3. Do not edit or change the data on the hidden Data tab; 4. Use .xls or .xlsx files; 5. Use a naming convention to organize your reports, i.e., Fleetistics_DeviceStatus_Mgmt GO Series only.

Video on Customizing Reports
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