Export Load Data to Excel or CSV

Export Load Data to Excel or CSV

Export Load Data to Excel or CSV

Use the Export screen when you need load, customer, carrier, or driver data in a spreadsheet. Export appears under Reports when your user role has permission to run exports.

Run an Export

  1. Go to Reports and select Export from the submenu.
  2. Choose the export section you want.
  3. Apply any available filters.
  4. Click EXCEL Export or CSV Export.
  5. Open or save the file when your browser prompts you.

0Demo Reports Export screen showing Excel and CSV export options

Export Type Use It For What to Expect
Customers Reviewing or sharing customer list data. Exports customer records. Large exports may download in more than one file.
Carriers / Drivers Reviewing carrier or driver list data. Exports carrier and driver records. The wording varies by TMS type.
Sales Summary One row per load. Best for high-level load review and totals. Has optional checkboxes such as Include History.
Sales Detail Detailed load costs, commodities, accessorials, or stop-level data. One load may appear on multiple rows. Select Include Stops to include stop details.

Use Filters Before Exporting

Sales Summary and Sales Detail use the filters you select first: Order Date, Invoice Date, Pickup Date, and Delivery Date (From / To); Status, Office, PO #, Carrier / driver, Customer, Sales Rep, and Dispatcher (From / To). The Order Date fields default to a recent range, so update them if you want a different period.

0Demo Sales Detail export filters showing date, status, office, and include stops options

Select Export Columns

  1. Open Reports >> Export and go to Sales Summary or Sales Detail.
  2. Click the ... button in the section heading.
  3. Select the columns you want, save the selection, then run the export.

Available columns depend on your setup. For example, currency columns appear only when foreign currency is enabled.

Aging Report Export

Run this from the report screen, not the main Export screen.

  1. Go to Reports and open Aging.
  2. Select the date range and report criteria.
  3. Click Export.

Load Manager exports the Load Commission Aging Report to Excel with Group By set to Customer (Current, Over 30, Over 60, Over 90, Over 120). If more than one customer is included, the download may be a ZIP file of separate customer files.

Export Limits

  • Sales Summary is limited to 10,000 records. If you reach the limit, narrow your criteria and run again.
  • Load date ranges are limited to one year at a time. For more, run separate exports.
  • Customer and carrier/driver exports may split large results into multiple files.

Troubleshooting

  • The file does not appear: Check your browser downloads and pop-up settings.
  • Fewer loads than expected: Review the date, status, office, customer, carrier/driver, sales rep, and dispatcher filters.
  • A load appears on multiple rows: This is expected for Sales Detail or when stop details are included.
  • You do not see Export under Reports: Ask an administrator to review your user role permissions.

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