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Export a report

Admin portalReports & notificationsUpdated today

Download a report as Excel, CSV or PDF. The file holds exactly what is on the screen.

Before you start
  • You need Reports › Export. Without it, the Export button is greyed and says why.
1

Open the export dialog

Press Export on the report page. The dialog shows the filters, any focus and an estimate of the rows.

Reports › ExportSample screen
Export✕
ExcelCSVPDF (this view)
Shown columnsAll columns
3 Delivery performance · Last 7 days · All hubs · about 37 rows
Cancel4Download
  1. Format. Excel and CSV hold the table, with amounts as numbers and the currency in the heading. PDF prints the report page with its charts. Merchant statements also offer PDF statements, one COD withdrawal statement per row, up to 100 rows.
  2. Columns. Shown columns, or every column you may see. Columns hidden by your permissions are never exported.
  3. The summary. The filters, any focus and an estimate of the rows. The file holds exactly what the screen shows.
  4. Download. Up to 5,000 rows download at once. Above that it says Prepare export, and the file is built in the background.
TipThe file has the same rows, the same columns in the same order, and the same totals as the screen. Excel starts with a header block: the report, period, filters, hub, who generated it and when.
2

Download, or wait for a large file

Up to 5,000 rows download at once. Above that (up to 200,000 rows), press Prepare export. Your browser builds the file in the background and the bell tells you when it is ready.

NoteKeep the Fleetics tab open until the file is ready. If you close it first, the export is marked failed and you export again.
3

Find your exports again

Press Recent exports on the Reports page.

Reports › Recent exportsSample screen
Recent exports✕
1 FileCreated2 Status
Delivery performance - 1-7 Nov.xlsxToday 14:10ReadyDownload
COD summary - October.xlsxToday 14:02Preparing—
3 Kept for 7 days.
  1. The file. Every report and page export you made.
  2. Status. Ready or Preparing. A background export says Export ready in the bell when it is done.
  3. Kept for 7 days, then removed. Every export is written to the Audit log as a sensitive view.

Screens are simplified drawings with sample data. Your portal may look a little different, but the names and steps are the same.

Common questions

Why does my background file differ from the screen?

It holds the screen as it was when you pressed Prepare export.

My large export failed.

The tab was closed before the file was ready. Export again and keep the tab open.

Is an export recorded?

Yes. Every export is written to the Audit log as a sensitive view.

Do hidden columns leak into an export?

No. Columns hidden by your permissions are never exported.

Related guides

Read a reportThe Audit log
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On this pageOpen the export dialogDownload, or wait for a large fileFind your exports againCommon questions