You can export your data to Excel from various pages across the platform. There are default export options that are pre-configured which users across multiple roles have access to. It is also possible to create custom exports.
SUPER ADMIN users have access to create reports that can be exported.
Click HERE to learn how to configure custom excel export files.
You can choose to export ALL records mentioned on the list page or select specific records that should be included.
In orders & trips, for a quick summary of Revenue and Cost, use the 'Export revenue & cost report' option. This will automatically include ALL order records.
Exporting data
Click on 'Export' button where available.
Select the option to export.
Where default reports exist, there will be an option to select ALL or by Row.
Selecting ALL will export all the data that is visible on the list view, in an excel file.
Below is an example of how the Order Export excel file:
Using Filters, combined with the ALL option allows users to pull more granular data
Export the ORDERS Cost and Revenue report
This export option can be used for an overview of costs and revenues for a specific time period. To be export the data in Excel:
Click on 'Export'
Click on 'Export revenue & cost report'
Choose the date type (Pickup / Delivery)
Enter the Start / End date range
Click Export to generate the report.
Below is an example of the excel file; including an overview of the total revenue and costs broken out across additional tabs:
per driver
per transport
per subcontractor
*New Profitability & Cost options
When configuring custom reports, there are options available that will include the PROFITABILITY from the order. (Learn 'How to configure custom export files'.)
Instead of export your data to Excel, you can also view numerous metrics in our product. Simply navigate to Dashboard in the navigation bar.
