Our new mileage/transaction reporting feature allows you to easily send a Data Export to your manager directly from the Web Dashboard. Here's how to find this feature and send the report:
Step 1: Click the data export tab on the left side of the Web Dashboard.
Step 2: Click on the New Export button.
Step 3: In the recipient section, Select "My Team" from the dropdown.
- The Team manager's email will be pre-filled in the email field when you select your team.
Step 4: Under basic filters, click on the dates to specify the time period.
- Either drag and drop the green boxes or choose a preset time period below to set the dates.
Step 5: Under Advanced Filters, fill in the Format, Purpose, and Export Type.
- The Purpose should be the Teams Purpose which is usually the company name or otherwise specified by your team Admin/Manager.
Step 6: Click the green EXPORT button to generate the Report.
That's it! The report will be emailed to your Team Manager and 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.