Thanks so much for being a Premium member! Here's a brief overview of the advanced data report feature, along with a guide on how to access them.
1. Click Data Exports.
2. If you scroll down a bit, you'll see "Advanced Filters." Each filter is color coded so you can learn more about them.
Format: You can choose to have your data exported as a spreadsheet (Excel/CSV) or PDF report.
Purpose: This filter is to determine the "purpose" of the report or specify the data that will be included.
Business Line: Choose a specific business line (if you have more than one), or you can choose ALL for all of them.
Export Type: You're able to choose the type of report you'd like. You can choose to have a report of Trips, Transactions, Expenses, or Revenue.
We'd love to hear from you! If you have any questions, please feel free to reach out to us at firstname.lastname@example.org.