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Reports

The Reports section lets you export or view data you need for mileage, customers, and finances.

Where to find reports​

  • Open Reports in the menu to see the list of available reports. Pick the one you need and follow the prompts (e.g. date range or options) to run or download it.

Mileage / trips report​

  • Use the trips (or mileage) report to see distance traveled, trip dates, and related info.
  • Handy for reimbursement, records, or reviewing travel.

You may get a file to download (e.g. CSV or PDF) or a print-friendly view, depending on how the report is set up.

Customer export​

  • Use the customer export to get a list of your customers (and the details you choose) in a file you can use for mailings, a CRM, or accounting.
  • You can often choose the date range and which columns to include.

Other reporting​

  • Financial dashboard — A high-level view of finances; open it from the menu or dashboard if your role has access.
  • Device sales — From Devices you can run or export a device sales report to see what was sold and when.
  • Print mileage — A print-friendly view of mileage/trip data when you need to print or save it.
  • User exports — From Users you may have options to export the user list or a user report (e.g. to Excel).

If you don’t see a report or an export option, your role may not include access—check with your admin.