Use My Office Reports for System Cleanup and Data Accuracy
If you’ve ever wanted a simple way to audit your data or clean things up behind the scenes, the My Office Reports in Limo Anywhere are often overlooked.
My Office Reports let you generate exportable lists for nearly every type of resource in your system, including drivers, vehicles, affiliates, sources, agents, airports, and more. Whether you're prepping for compliance, training new staff, or just tidying up your records, these reports give you a quick, flexible way to see what’s in your system and what might need attention.
Generate a My Office Report
- Click the Reports icon in the navigation bar
- Scroll down to the My Office Reports module
- Choose the Report Type from the dropdown list
- Click Generate Report
Each report creates a detailed, exportable list of the resource you selected. Depending on the type, you’ll see fields like contact info, status, internal notes, assigned vehicles, and more.
Understanding the Different Reports
Here are some of the most useful My Office Reports and how you might use them:
- Drivers
Audit driver contact info, status (active/inactive), license numbers, and more. Great for compliance, background checks, or training refreshes. - Fleet
Review your current vehicles, including make, model, VIN, year, plate number, and assigned vehicle type. Helpful for insurance records or fleet planning. - Vehicle Types
Check the list of configured vehicle types in your system, including seating capacity, amenities, and service type. Useful when reviewing how you present services to clients. - Affiliates
See a list of affiliate partners with contact info and internal notes. Helps with relationship management or reviewing active partners. - Agents
View reservation agents in your system and verify profile accuracy. Useful for managing access, responsibilities, or call center setup. - Sources
Audit the list of lead sources used when reservations are booked (like Google, Website, Referral). Helpful for spotting duplicates and making sure your marketing data is clean. - Occasions
Review all current occasions configured in your system. These are used to describe the general purpose of a ride. While your service type might be “Night on the Town,” you might use an occasion to further narrow that down with something like “Bachelor Party” or “Birthday Celebration.” - Airports, Airlines, FBOs
Run reports to make sure airport codes, airline names, and private terminal (FBO) listings are accurate. This helps prevent dispatch errors or incomplete records. - POIs (Points of Interest)
Export a list of saved landmarks, hotels, and common locations. Great for spotting duplicates, fixing typos, or cleaning up old entries.
Practical Uses in Your Operation
You don’t need to wait for an audit or issue to get value out of these reports. They’re great for:
- Cleaning up dropdown menus by merging or removing duplicates
- Reviewing driver, fleet, or affiliate info before insurance or DOT updates
- Building or refreshing training materials
- Finding outdated or inactive entries
Running these reports on a regular basis keeps your system streamlined and accurate. Think of it like spring cleaning for your data.
Not sure where to start or what to look for? Call our Support team at 972-701-8887 option 2 or email Support@LimoAnywhere.com. We’ll help you get the info you need and make sure you're using the reports in a way that works for your operation.
