Visit the Team Dashboard here!
Our new 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.
To see the Summary for a Sub-Team, click on the Team leader first before clicking "Summary".
Step 3: Click the Note icon on the right to choose the categories you'd like visible.
Click on individual names to see their actual trip route and expense receipts.
Step 4: Click on the Dates to specify the time period.
Either select the starting and ending date or choose a preset time period below to set the dates.
Step 5: Sort the Summary by clicking on the upwards and downwards pointing arrows.
If you have more than 1 page of users, scroll down and click the LOAD MORE MEMBERS button until all members are loaded before sorting with the arrows.
Step 6: Click the green EXPORT button to generate a Summary Report.
Step 7: Choose between Trips or Expenses 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.
Have any questions? We'd be happy to help! Please reach out to firstname.lastname@example.org.
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