You can export your driving and expense data at any time from the app.
Pro-tip: You can also download a report from a computer by visiting our Web Dashboard.
Step 1: Open the app and scroll down the sidebar menu until you see Export Data.
Step 3: Tap on the From button to select your beginning export date.
Step 4: Select the start date of your report (press the < button if you need to go to a previous month or year). Then press OK in the bottom right corner.
Step 5: Do the same with the To button to select the last date of your report.
Step 6: Select the last date of your report (press the > button if you need to go forward). Then press OK in the bottom right corner to save this date.
Step 7: After you've selected the dates, select "Advanced Options" (if you're a non-Premium user, go to step 9).
Step 8: Select from these options (only Premium users have access):
- Format: Choose between Excel, CSV, and PDF reports.
- Purpose: The reason for trip or expense (ex. Work, Personal, etc). If you want a report for just one income source, you can select that as well
- Export Type: Choose between Trips, Transactions (both expenses and revenue), Expenses, or Revenue.
Step 9: Select the green "Send Report" button.
Step 10: Check your inbox for your report. It will read your "Mileage Report is Ready" or "Your Transaction Report is Ready."
Having trouble getting your report emailed to you? No worries! Click here to learn how to download a report directly to your desktop computer from our Web Dashboard.