Travel export

Objective

Allow the user toexport full trip listin a usable format (Excel, PDF, etc.) in order to:

• Perform external Analytics

• Share with other departments (finance, logistics, management, etc.)

• Archive data

Steps to export trips

Access the trip list
From the main interface of“Travels”, make sure you have the data visible on the screen (with or without filters).

Locate the export buttons
At the top right of the page, you will see several icons:

• Excel button (green icon with an “X”)to export to Excel format (.xlsx)

• Other possible formatsaccording to needs

Click on the desired icon
Click on the icon corresponding to the export format you want.

File download
A file is automatically generated and downloaded to your computer, containing:

• All visible columns (Number, customer, trip, driver, amounts, status, etc.)

• All trips displayed (according to active filters)

Using the exported file

• Analysis in Excel (sorting, graphs, cross tables)

• Printing or embedding in reports

• Sending by e-mail to partners or collaborators

Good to know

• You canfilter data before export(by customer, date, driver, etc.) to obtain a more targeted file.

• Very useful forfollow-up meetings, thereperformance management, or thepreparation for invoicing.