To view data export for a Team Member, head over to the Dashboard and follow the steps below:

Step 1. Click Team Dashboard.

Step 2. Click on Data Exports and then click + New Export.

This will take you to a page where you can generate Team Summary and individual By Member data export.

Step 3: If you're looking for just an individual Member, choose the Member from the dropdown menu and select their email address. Choose the dates you need as well.

If you're generating a Team Summary export, specify the dates and the Team or Sub-team.

Step 4: Select the Advanced Filter options to create the data export you need. Choose a PDF or CSV format as well as the Export Type you need (All, Trips, or Expenses).

Curious about what the different reports will look like? Click here. 

Step 5: Once you're done, click Generate Export.

Step 6: Click the Download arrow to download the data export of your choosing or wait for the report to be sent to your email once it's generated.

*Click below for a video tutorial: 

Have a question? Send us a message at support@everlance.com. We'd love to help!