Generate HTML and CSV (spreadsheet) reports from the app
To generate mileage reports, please open the TripLog app > Reports tab on the bottom left > Email Reports button (blue envelope) > follow the prompts to choose a time frame for the report and define who you would like to send the reports to > send reports through email.
You can open both CSV and HTML files in Excel.
Enter the beginning mileage on the reports
TripLog takes the lowest starting odometer from all the trips during the reporting period as the beginning mileage. So make sure that the first row of the Trips table in the reports has the right starting mileage. The same goes for the ending mileage. TripLog takes the highest ending odometer of all trips during the reporting period.
If you found a wrong starting odometer, search the report for that odometer number. You should see the trip, usually on the first few rows of the Trips table. Go back to the TripLog app, find the trip and fix it.
My vehicle does not show up on the reports
You need at least one trip for that vehicle during the reporting period. You can make up a one-mile trip.
Generate HTML and CSV (spreadsheet) reports from the Web Dashboard
For Professional and Enterprise users, you can also generate reports from the Web Dashboard.
Log into your Web Dashboard, and go to "Reports". You can export a "Report Summary" as a CSV.
In addition to that, you can download and customize a detailed report. This will download a zip file with HTML, PDF, and CSV files, including detailed info, maps, and receipt pictures.
Customize reports using templates
In addition to the summary reports on the Reports page, you can customize the detailed reports and download or email them to yourself.
To customize the reports, log in and click the "Reports" tab. At the bottom of the page, there is a list of report templates. The default one has everything on it. You can open the template and customize the tables and their columns, as well as the order of the columns. You can then download the reports as a zip file or email them to yourself.
Please scroll down and download a sample report in CSV, HTML, and PDF formats.
Share report templates
You can share the report templates within your organization so that everyone can run the reports using that template, but they cannot edit your templates.