How to See Totals by Tag and Categories

You can now view totals by tags and categories in multiple exports, including pay period downloads, report details, team summaries, and individual exports. This enhancement makes it easier than ever to analyze your data and gain valuable insights.

Follow the steps below to learn how to see totals by tags or categories: 

Step 1: Log in to your account on the Team Dashboard. 

Step 2: Click on 'Data exports'. 

Step 3: Click on 'New Export' from the top right corner of your screen. 

Step 4: At the top, choose between exporting by 'Team Summary' or 'By Member'. Apply filters for your data export such as:

• Team or Member Name
• Date Range
• File Format
• Export Type

For Team Summaries, decide whether you want a summary only or a full trips list with locations. If you choose 'Full trips list with location data', you can also opt to include all tags or select specific tags to be included.

Step 5: Once you're ready, click 'Generate export'. 

Step 6: Finally, click the download arrow to download the data export to your device.

Step 7: From the data export, you'll find a new tab at the top labeled 'Totals By Label' or 'Approved Totals By Label'. This tab displays the mileage value and expense total per tag and per category.

Step 8: Within this tab, you'll see a table providing a breakdown of each tag and category along with the total amount. 

That's it! You now know how to view a breakdown of your tags and categories!

Customer Support:

If you need to contact support or have questions, please check out our help center at help.everlance.com or reach out at support@everlance.com or by phone at (872) 814-6308 (USA) or (877)704-2687 (CAN). Our office hours are 9am-5pm EST Monday - Friday and 9am-1pm EST on weekends.