Fleet Fuel Report

The Fleet Fuel Report tracks all fuel dispensing transactions by customer, vehicle, driver, fleet card, and product. It queries the fleet_transaction table joined to posted invoices, providing a comprehensive audit trail of fuel purchases with quantity and dollar totals. This report is security-gated — access requires the “View” permission. Feature-gated to feat_fuel. Access from Setup › Sales › Fleet Fuel Report.

Filter Fields

All filters are optional except: a From date is required when no customer is selected.

Field	Description
Customer	Filter by customer. Uses the standard customer lookup.
Store	Filter by store. Defaults to the current store.
Controller	Filter by fuel controller (site). Matches against the controller_id in fleet_transaction.
Card #	Free-text search for fleet card number. Case-insensitive partial match.
Driver ID	Free-text search for driver identifier. Case-insensitive partial match.
Driver License	Free-text search for driver license number. Matches against both the fleet_transaction record and the customer_fleet card record.
Vehicle ID	Free-text search for vehicle identifier. Case-insensitive partial match.
Item	Filter by fuel product item. Matches against product codes via the item_plu table.
Range	Pre-set date range. Defaults to “Last 30 Days”.
From	Start date filter. Required when no customer is selected.
To	End date filter.

Report Columns

Column	Description
Date	Transaction post date.
Site	Site label or controller ID where the fuel was dispensed.
Invoice #	Quasar invoice number for the fuel transaction.
Customer	Customer name from the invoice.
Card #	Fleet card number used at the pump.
Driver	Driver ID entered at the pump.
License	Driver license number. Pulled from customer_fleet if available, otherwise from the transaction record.
Vehicle	Vehicle ID entered at the pump.
Product	Fuel product name (e.g., Regular, Diesel).
Quantity	Volume dispensed.
Amount	Dollar amount of the fuel purchase.

Double-click any row to open the source invoice for editing.

Transaction List

The list shows all fuel transactions matching the selected filters.

Totals Summary

Field	Description
Total Quantity	Sum of all fuel volumes dispensed in the filtered results.
Total Amount	Sum of all dollar amounts in the filtered results.

Actions

Button	Description
Refresh	Re-queries the database with the current filter settings.
Print	Generates a printable report with all title lines (customer, store, controller, filters, date range) and quantity/amount totals in the footer.
Close	Closes the report window.

Data Source

The report queries from fleet_transaction joined to gltx (for invoice details), customer (for customer name), and customer_fleet (for driver license lookup from card number). Only posted, active transactions are included. Results are ordered by transaction date descending.

Related Screens

Controller List

Fuel Controller Master

Tank Status Report