Dashboard Report Export – Downloading Your Organization’s Statistics and Team KPIs Using Route4Me’s Analytics and Reporting Dashboard
Route4Me’s Dashboard is an interactive and powerful analytics and reporting tool designed to help you collect and visualize various types of actionable last mile intelligence and real-time statistics generated by your teams and fleets using a single centrally-synced control panel. You can use your Dashboard for comparing planned with actual routing KPIs, monitoring the progress of individual drivers or your entire team in real-time, checking plan deviations, and much more. For maximum convenience and productivity, Route4Me allows you to customize and export your Dashboard in the form of detailed reports. The data for your customized reports can be first filtered for any preferred day or date range and grouped by one or multiple team members and then exported as a CSV file with a touch of the button. The exported Dashboard reports can then be used for sharing with your team, auditing your organization’s performance, logging into your CRM or any other enterprise software, comparing weekly or monthly KPIs, and more.
To export a customized report from your Route4Me account Dashboard, first, go to “Dashboard” from the navigation menu.
Next, make sure to filter the report data that you want to download from your Dashboard by the preferred day or date range. To do so, first, click on the calendar in the top right corner and then select either one of the available time ranges or use any custom date range accordingly. NOTE: When you filter data by date or date range, your Dashboard shows information associated with the routes that are scheduled for the selected day or for the days within the selected date range.
Furthermore, you can filter the report data you want to export by one or multiple members of your team. Thus, for example, you can export the KPIs of one particular driver or all drivers of your fleet for any specific day or date range. To filter the Dashboard data by team member(s), select one or multiple members in the corresponding drop-down list in the top left corner of the filters section. NOTE: When you select a user that has sub-users, check the “Include All Sub-Users in the Report” box to include all associated sub-users into your report. When filtering data by team member(s), your Dashboard shows the data of those routes that the selected team members are assigned to. To learn more about creating Team Member Accounts and Route4Me’s Team Hierarchy, visit this page.
To download the Extended (With Notes) Report, after applying the preferred filters, click on the “Export as CSV” button in the top right corner of the Dashboard and then select the preferred option from the menu. When exporting the extended Dashboard report with notes, in addition to all available route data, your export file will also include all added route notes with note attachments. Such note attachments as videos, photos, etc., are included into the export file as URLs.
To export the Extended (With Notes) Report, after applying the preferred filters, click on the “Export as CSV” button in the top right corner of the Dashboard and then select the preferred option from the menu. When exploring Dashboard data with notes, the export CSV file includes all notes that are attached to all exported routes with note attachments (videos, photos, etc.) exported as URLs.
To download the Minimal (Without Addresses) Report, after applying the preferred filters, click on the “Export as CSV” button in the top right corner of the Dashboard and then select the preferred option from the menu. The minimal Dashboard report without addresses contains only the parameters of the exported routes (i.e., route names, schedules, stops sequences, etc.) without detailed data about each route stop (i.e., cube, weight, phone number, email, etc.).