To view reports for a team member, head over to the dashboard and follow the steps below:
1. Click "Teams Dashboard."
2. Click on the "Team Report" tab and this will take you to a page where you can view summaries by reports by Team and by an individual team member.
3. If you're looking for just an individual team member, choose the member from the dropdown menu and select their email address. Choose the dates you need as well.
4. Select the Advanced Filter options to create the report you need. Choose a PDF or CSV format as well as the Export Type you need (Trips, Transactions, etc).
5. Once you're done, click "Generate Export."
6. One of the best features of the web dashboard is the ability to download reports straight from the dashboard! When your report is ready, it will appear on the screen. Click the Download arrow to download the report of your choosing.
Have a question? Send us a message at firstname.lastname@example.org. We'd love to help!