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97 lines
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====================
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Cost analysis report
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====================
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The **Fleet** app allows for analysis on :ref:`total vehicle costs <fleet/total-costs>`, including
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both contract costs and service and repair charges. Data can be adjusted to view total costs by
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:ref:`vehicle <fleet/by-vehicle>` or :ref:`driver <fleet/by-driver>`. Additionally, costs can be
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compared with the previous year, quarter, or month, to view changes in fleet costs over time.
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.. _fleet/total-costs:
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Total costs
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===========
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To view the *Cost Analysis Report*, navigate to :menuselection:`Fleet app --> Reporting --> Costs`.
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The default report shows a bar chart of service and contract costs for the current year, organized
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by month.
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.. example::
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In this report, it is possible to determine that June had the highest total costs, with almost
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$14,000 dollars in contract and repair costs, while January had the lowest costs, with less than
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$2,000 of contract costs and no repairs.
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.. image:: cost_analysis/cost-analysis.png
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:alt: The default cost analysis report showing contract and service costs.
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.. _fleet/by-vehicle:
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Cost by vehicle
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===============
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Some companies want to view costs not by month, but by vehicle. This allows fleet managers to
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determine which vehicles cost the most to keep on the road, aiding in decision making for future
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purchases and repairs.
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To view these metrics, open the default :ref:`cost analysis report <fleet/total-costs>`. Next, click
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into the search bar, and click :guilabel:`Vehicle` under the :icon:`oi-group` :guilabel:`Group By`
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column.
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.. example::
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From this report, it can be determined the `Toyota Corolla` with the license plate `STU-1718`
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cost the most, with almost $14,000 in costs for the year. Additionally, the both `Nissan Micro`
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vehicles and the `Ford Focus` cost the least, with under $5,000 in total costs each.
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.. image:: cost_analysis/by-vehicle.png
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:alt: The cost analysis report showing annual costs by vehicle.
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.. _fleet/by-driver:
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Cost by driver
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==============
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Another useful metric is to determine which drivers incur the most repair costs, allowing fleet
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managers to determine which vehicles to assign which drivers. To view this configuration, open the
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default :ref:`cost analysis report <fleet/total-costs>`. Next, click into the search bar, and click
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:guilabel:`Driver` under the :icon:`oi-group` :guilabel:`Group By` column. Finally, click the
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:icon:`oi-view-pivot` :guilabel:`(Pivot)` icon.
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The report now shows the totals for both :guilabel:`Contract` and :guilabel:`Service` costs for each
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driver in the database. This allows fleet managers to see which drivers incur the most repair costs.
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.. example::
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This report shows that `Sandra Elvis` had no service costs for the year, while both `Doris Cole`
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and `David Armstrong` had almost $9,000 in repairs. While this does not explain why those two
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drivers incurred the most costs, it is possible for the fleet manager to :ref:`investigate the
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service records <fleet/view-services>` for those two drivers, to determine why there were such
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high costs for the year.
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.. image:: cost_analysis/by-driver.png
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:alt: The cost analysis report showing costs by driver in a pivot table.
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Detailed comparison
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===================
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All reports in the **Fleet** app are able to compare costs from previous time periods, either year,
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quarter, or month. To view a detailed cost comparison between the third and fourth quarter, open the
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default :ref:`cost analysis report <fleet/total-costs>`, then click the :icon:`oi-view-pivot`
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:guilabel:`(Pivot)` icon. Next, click into the search bar and click :guilabel:`Q4` in the
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:icon:`fa-filter` :guilabel:`Filters` column, then :guilabel:`Date: Previous Period` in the
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:icon:`fa-adjust` :guilabel:`Comparison` column.
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The report now shows detailed contract and service costs for each vehicle, with a
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:guilabel:`Variation` column, showing increases or decreases in costs from the third and fourth
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quarter of the current year.
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.. example::
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In this example, it can be determined that the `Ford Focus` had the greatest change in terms of
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lowered total costs, with a 75.25% reduction in costs. Additionally, the `Nissan Micro` with the
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license plate of `DEF-456` was the only vehicle with an overall increase in total costs, with an
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increase of 41.78%.
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.. image:: cost_analysis/detailed-costs.png
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:alt: A pivot table with a detailed cost comparison between the current and previous year.
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