[ENG] [Admins] How to Export Trip Data

Use these steps to filter your trip data and export the selected records into a downloadable file.

1. Log in to your Premote account and navigate to your Dashboard.

2. Before exporting, click the "Filter" button located above the trip table.

   

3. Apply the desired filters (e.g., filter by employee, date range, trip status, or destination).

4. Once the filter criteria are set, click "Apply" to update the table view.

   

5. After filtering, click the "Export" button.

   

6. A prompt will appear, asking you to choose your export scope:

   • What would you like to export?

     • All Table Data (Exports all rows visible after filtering).

     • Files from Trips (Exports only the attached files/documents produced for the selected trips).

   • Which trips should be exported?

     • Selected (Exports only the trips that you have selected)

     • Filtered (Exports all rows visible after filtering)

     • All trips (Exports all trips - no filters)

   • 

      

7. The data will be downloaded as a CSV file to your laptop, which you can open to view the information.

💡 Example Scenario

Goal: Export all trips taken by a particular branch last month.

1. Click "Filter".

2. Apply two filters: Branch > Contains > Choose a branch, and Trip Dates > Contains > Filter the calendar dates. Click "Apply".

3. Click "Export".

4. Select "All Table Data" and "Filtered" to receive the CSV file containing only the sales trips from the previous month.