Our Mileage Summary feature gives an overview of your Team's mileage and expenses and allows you to easily generate a Summary Report. Here's how to find and customize your Summary:
Step 1: Navigate to the Team Dashboard.
Step 2: Click the 'Summary' tab on the left side of the Team Dashboard.
Step 3: From here, you will see a list of all of your team members. Click on the date range at the top of your screen to specify the time period you'd like to filter by.
Step 4: You can use the 'Edit Columns' feature on the right side of your screen to apply filters such as Name, Role, Team Miles, Team Expenses, Unclassified Miles, Total Miles, and Personal Miles.
You can click on individual names to see their actual trip route and expense receipts.
Step 5: Click the green Export button to generate a Summary Report.
Step 6: Choose between Trips or Expenses, select your date range, and click 'Export'.
You'll be taken to the Data Exports page where you can download the report to preserve the integrity of the data.
If you need to contact support or have questions, please check out our help center at help.everlance.com or reach out at email@example.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.