Reports & Data Exchange

Operational and financial reports, list exports and bulk import/export.

How-to guides

• Run and export an operational report

  Open a report, choose the period, narrow it with filters, switch between money and liters, compare with the previous period and download it to Excel.

• Export a list to Excel

  Filter a list or report to the rows you need and download them as an Excel file, and what to do when the export is capped.

• Import vehicles, drivers, stores or staff from a spreadsheet

  Upload a CSV or Excel file, confirm the column matching, fix rows that fail validation in the preview, and commit the import.

• Save and reuse a mapping profile

  Save the column matching of an import as a profile, apply it to the next file from the same source, download an import template, and delete profiles you no longer need.

Reference

• Operational reports

  The tenant and merchant operational reports — which question each answers, who can open it, and the layout they share (headline with change against the previous period, chart, table, filters, export).

• How the operational reports count money

  Which money the operational reports include — paid and settled transactions only, dated by payment, prepayments and withdrawals never counted as spend, each fuel and vehicle report counting only its own kind of spend, merchants seeing only money payable to them — and why totals can differ from Spend Summary.

• Reading the ranked report charts

  How the ranked bar charts behave — every entity with an average line when there are 60 or fewer, otherwise the top 20 with a remainder line and a cumulative-share chart.

• Refuel by vehicle and Refuel by fuel item

  The two fleet-company fuel reports — litres and money per vehicle, and per official fuel item over time — their columns, filters, Money/Liters toggle and export.

• Spend by vehicle and Spend by merchant

  The two fleet-company spend reports — what each vehicle cost across fuel, work orders and purchases, and what was paid to each merchant and its stores — with their columns, sorting and export.

• Revenue by tenant and Sales by SKU

  The two merchant reports — money received from each tenant, optionally for one store, and what each SKU and work-order service type sold — with their filters and export.

• Official fuel price chart

  The read-only Official Fuel Prices report — official retail prices per fuel item for one price zone as stepped lines, the list of price adjustments, its dashboard mini version and its export.

• Mini charts on the dashboard

  The small trend charts in the dashboard's Total Spend, Wallet Balance and Official fuel prices cards — what each plots, over which window, who sees it and the report it opens.

• Export to Excel on list pages

  How Export to Excel works on list and report pages — it exports the filtered rows you are allowed to see, up to 5,000 rows, with a timestamped file name — and which pages offer it.

• Bulk import from spreadsheets

  What the import tool does — which records it can create or update, the files it accepts, AI-assisted column matching, validation and suggested fixes, the preview, import statuses and import history.

• Import file columns

  The columns each import accepts — vehicles, drivers, stores and staff — which are required, the accepted values, and the checks each row must pass.

• Import templates and mapping profiles

  The blank import template for each record type, and saved mapping profiles that let a repeat import from the same source skip column matching.