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.
‼️ The default exports are restricted to a minimal amount of rows. If users expect reports with 500 rows or more, it is recommended to create a custom export report, which will have the increased limits detailed here.
SUPER ADMIN users have access to create reports that can be exported.
Click HERE to learn how to configure custom excel export files.
For DEFAULT exports 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
⚠️ The default Export on the Planning page doesn't follow your on-screen filters or which tab you're viewing. It only respects the board's date range, and pulls in trips from To Plan, Pre-planning, and the Planning board together - so the exported file can include trips outside your current filters or view.
It does not include orders still sitting unconverted in To Plan: Orders, since those aren't trips yet.
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. If the 'Costs and revenue data' tab is missing from the export, it may be due to data syncing delays. To resolve this, exclude very recent dates (e.g., today) by setting the end date to the previous day. Alternatively, re-export the report after the data has finished syncing.
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 To avoid such issues, consider scheduling exports for times when data syncing is complete, such as the following day. Note: If the 'Costs and revenue data' tab is missing, it is likely due to incomplete data syncing for very recent dates. Adjusting the date range or re-exporting after syncing can resolve this issue.
Instead of exporting data to Excel, view numerous metrics directly from the platform.
Navigate to Dashboard in the main menu.
