How to Export Load Data to Excel

How to Export Load Data to Excel

Load Manager can export your data to Microsoft Excel. Use this feature to analyze sales performance, review load history, or prepare data for external reporting.

How to Access

  1. Go to the Reports tab in the main menu.
  2. Click Export in the submenu.

Export Options

  • Customers: Exports a list of your customers.
  • Carriers / Drivers: Exports a list of your carriers and drivers.
  • Sales Summary: Exports all loads according to the filters you select, with one row per load. Includes the origin and final destination only — does not include individual stops, accessorials, or commodities.
  • Sales Detail: Exports all loads with full detail — each stop, accessorial, and commodity appears as a separate line item. One load may span multiple rows in the exported file. Use this option when you need to perform calculations on cost-of-sales or accessorial data in Excel.

Tip: If you want all available data without filtering, leave all filter options at their defaults before exporting.

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