Working With Your Data on an Index Page

There are many index pages in Fleetio that display different data, but have the same basic layout for how to sort, filter and organize your data on an index page.

Menu and Tabs

On any index page, you will see a similar layout of menus, tabs, and buttons at the top of the corresponding list. In these examples, we will display screenshots from the Issues Index; however, you may apply the same concept to any other index page in Fleetio.

• The name of the index you are viewing (a)
• A More Actions button where you click to view additional actions specific to the index you are viewing (b)
• An Add button to add a new asset or item to the index (c)
• Tabs to view results in various stages (d)
  • In place of Tabs, some indexes include Saved Views. See Saved Views to learn more.

Search, Filters, and Settings

• Use the Search box on the left of an index page to search for a specific item or asset (e)
• Select any of the filter options to narrow results on the index page, or click the Filters button to add/remove filters (f)
• Use the right and left arrows to navigate between pages of results (g)
• Use the Group drop-down (h) to view the results grouped by Priority, Asset, or Asset Group
• Click the Settings icon (i) to Manage Columns or change the number of results appearing on the list view

Bulk Actions, Sort, and Expanded Information

• To multi-select rows, click the checkbox in the header (j)
• Then, select the Actions dropdown (k) to initiate a bulk action for all selected rows
• Click a specific header (l) to sort the list
  • If you would like to multi-sort the columns, first select the first column you would like to sort by. Then, while holding down the Shift button, select the additional column you would like to sort by to have the list sorted correctly by multiple columns.
• Hover over any item in the list that is underlined (m) to view expanded information, or click the row to view more information

New Feature Indicator

Fleetio will display new feature indicators when a feature becomes available for a user in the following areas:

• Manage Columns Feature:
  • When a new column is added by Fleetio
  • New column(s) are added as a result of user permission changes
  • A new custom field is added
• Vehicle Index
  • A new subindex is added by Fleetio
  • Permission changes grant new module access
  • A new index card is added by Fleetio
  • Permission changes grant access to new index cards

Export Data

Using Fleetio, you can choose to export specific list pages to a CSV or XLSX file directly from the list page.

You can export data from the following list pages in Fleetio:

• Contact Renewal
• Contacts
• Faults
• Fuel History
• Inspection History
• Issues
• Meter History
• Parts
• Places
• Recalls
• Service History
• Service Reminders
• Tools
• Vehicle Renewal Reminders
• Vehicles
• Vendors
• Work Orders

To export, navigate to any of the above pages, then:

1. Click the More Actions button and select Export Data.

2. In the Export pop-up, select your export preferences:
   • Columns to Export
     • Visible Columns - Exports only the visible columns available on the index page
     • All Columns - Exports all available columns
   • File Format
     • CSV - Export the file in .CSV (Comma Separated Values) format
     • XLSX - Export the file in .XLSX format (Microsoft Excel, OpenOffice, Google Sheets)

3. Click the Export button to download your file.

Index Pages

Reference the articles below for more information on these individual indexes in Fleetio:

• Vehicle
• Tools
• Issues
• Work Order
• Parts
• Purchase Orders
• Fuel History
• Contact Renewal
• Vehicle Renewal Reminders
• Service Reminders
• Inspection History
• Service History
• Vendors
• Meter History
• Recalls
• Places
• Faults
• Contacts