Our data export feature makes creating mileage and transaction reports a breeze. Let's take a peek at what an Everlance Data Report includes and looks like:
Trips
When you open your Trips report, you'll see all of your trip information. This includes the start/end locations, date of the trip, classification, vehicle, miles driven, mileage total, and any notes that you may have added.
Transactions
When you open your Transactions report, this will include expenses and revenues. Similar to trip reports, you'll see locations (if you've added this), dates, classifications, receipts, and any notes that you may have added.
Don't Forget!
- You can choose to export reports for whatever date range you'd like; weekly, monthly, bi-monthly, annually. It's all up to you!
- If you do not receive the email, just go to your email clients contacts and add support@everlance.com and export your data again (you can always download a report directly to your computer if you request it from the Web Dashboard rather than the app).
- Anytime you request a report, your report is sent to the email address on your Everlance profile. Be sure that it's up to date to any changes!
- If you've attached a receipt to a transaction, the receipt will appear as a URL (web link) on CSV reports that you can either click on or copy and paste into your internet browser.
- Teams Admins and Managers can only see Work classified Trips and Transactions. However, Members can generate reports on their own to view all Trips and Transactions. For examples of those reports, click here.
Team Summary Reports
Example Mileage CSV Report
Example Transaction CSV Report
Member Reports
Example Mileage CSV Report
Example Expenses CSV Report
Example Transactions & Receipts CSV Report
Generate the report with an Export Type of All to see Revenue and Expenses.
Example Mileage PDF Report
Example Expenses PDF Reports
Example Transactions & Receipts PDF Report
Generate the report with an Export Type of All to see Revenue and Expenses.
As always, we would love to hear from you. Contact us at support@everlance.com
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