The Recurring Charges report provides a detailed breakdown of recurring expenses associated with vehicles in the fleet. It includes costs related to leases, maintenance, fuel cards, telematics, and administrative fees. This report helps fleet managers track and analyze recurring costs for budgeting and cost-control purposes.
Monitor recurring vehicle expenses to identify cost-saving opportunities
Track lease payments, fuel costs, and telematics expenses for financial planning
Compare recurring costs across different customers, departments, or vehicle classes
Ensure all recurring charges are correctly categorized and accounted for
Reports > RTA Standard Reports > Vehicle > Recurring Charges
You will be prompted for filtering of the data to specify and narrow down the data that will be pulled. See Data Filter List below for options.
Parameter Name | Value (Default) | Value (Notes) |
|---|---|---|
Please select Customer or Department for grouping (None to skip grouping) | Customer | Allows grouping by Customer or Department If None is selected, Customer and Department groupings/sorts will be ignored and will move to sorting by either Class or Vehicle (dependent on the Class grouping option below) |
Show totals only? | No | This will remove any detail and only include totals; group totals will be determined by the other parameter fields |
Include Class grouping and totals? | False | Determines whether class-level grouping and totals are included If False, the report will default to a list sorted by vehicle If True, the report will contain groupings and totals by Class |
Filter Name | Recommended Filter Condition(s) | Value (Options) | Value (Default) | Value (Notes) |
|---|---|---|---|---|
Facility | Equal To | Any Facility Number | 1 | Single Facility |
Customer Number | Is Between | Any Customer Number Range | blank - “zzzzzzzzzzzzzzzz” | Filters by customer number range |
Department Number | Is Between | Any Department Number Range | blank - “zzzzzzzzzzzzzzzz” | Filters by department number range |
Class Code | Is Between | Any Class Code Range | blank - “zzzzzzzzzzzzzzzz” | Filters by vehicle class code range |
Transaction Date | Is Between | Any Date Range | First to Last Day of Previous Month | Filters data by the transaction dates |
The Recurring Charges Report displays a structured breakdown of recurring expenses per vehicle. The report is grouped by Facility > (Customer/Department >) (Class >) Vehicle, showing lease payments, fuel card usage, maintenance & repair (M&R) costs, telematics charges, and administrative fees. The total cost for each vehicle is calculated at the end.
*If Customer / Department grouping IS included, Class grouping IS included, and Totals Only IS NOT Selected
*If Customer / Department grouping IS included, Class grouping IS NOT included, and Totals Only IS NOT Selected
*If Customer / Department grouping IS included, Class grouping IS included, and Totals Only IS Selected
Column Number | Column Title | Data Notes (Purpose of Data) |
|---|---|---|
1 | Vehicle | Unique identifier for each vehicle |
2 | Customer | Customer assigned to the vehicle |
3 | Department | Department responsible for the vehicle |
4 | Class | Vehicle classification |
5 | Lease | Recurring lease cost for the vehicle |
6 | Replacement | Replacement cost allocation |
7 | M&R | Maintenance and repair expenses |
8 | Fuel Card | Fuel expenses linked to the vehicle |
9 | Telematics | Charges for telematics services |
10 | General Recurring | Other recurring expenses |
11 | Admin | Administrative fees for the vehicle |
12 | Total | Sum of all recurring charges for the vehicle |