Goal
Export one report whose period, currency, unit, and business meaning you have verified on screen.
Prerequisites
- Your role has Reports view permission.
- Your plan includes the selected report or advanced-report feature.
- Source bookings, payments, invoices, partner payouts, driver settlements, and operating costs are current for the chosen metric.
- You know the company timezone and required reporting period.
Steps
- Open Analytics for operational views or Accountancy > Reports for formal financial reports.
- Choose the report that answers one decision. Do not combine metrics with different date meanings without reading their labels.
- Set the date range. Confirm whether the report uses pickup date, payment date, completion date, invoice date, or expense date.
- Apply any service, client, partner, vehicle, driver, or grouping filter needed for the decision.
- Review the on-screen units, currency, comparison period, and labels such as actual, estimated, missing, or not applicable.
- Spot-check at least one underlying record before exporting a money or utilization figure.
- Select Export.
- Choose one of the formats offered by that report, such as Download CSV, Download PDF, or Print view. Not every analytics page offers every format.
- Open the downloaded file and confirm its period, filters, column units, row count, and totals.
- Store or share the export according to your company's access and personal-data rules.
Expected result
The exported file matches the selected period and filters, preserves the report's displayed units and metric meaning, and can be reconciled to the checked source record.
Troubleshooting
- Analytics is denied: ask an administrator for Reports view permission.
- The report is gated: the active plan does not include that report. Review Finance before retrying.
- The export is empty: confirm the date field used by the report and whether source records fall inside the period.
- Totals differ from another screen: compare date basis, status cohort, currency conversion, credits, refunds, and cost provenance before treating one figure as wrong.
- PDF or CSV is unavailable: use only the formats offered in that report's Export menu.
- A scheduled report does not arrive: verify its active schedule, recipient, selected format, company timezone, and connected email path.