Export Load Data to Excel or CSV

Before You Use This Article

• Access needed: Load Manager login and permission to use this screen, report, setting, or workflow.
• Use this article when: you are creating, updating, dispatching, documenting, importing, exporting, or tracking a load in Load Manager.
• Use a different article when: you need the company-specific dispatch document instead; brokers should use Rate Confirmation Layout and Features, dispatch services should use Dispatch Report Overview for Dispatch Services, and trucking companies should use Dispatch Report Overview for Carriers and Trucking Companies. For full setup order, start with Freight Brokers, Carriers, Owner-Operators, and Trucking Companies, or Dispatch Services.

Use the Export screen when you need load, customer, carrier, or driver data in a spreadsheet. Exports are useful for reviewing load history, analyzing sales performance, preparing outside reports, and working with detailed charge or stop data in Excel. Some report screens also include their own Export button for report-specific Excel downloads.

The Export option appears under Reports when your user role has permission to run exports.

Open the Export Screen

1. Go to Reports.
2. Select Export from the submenu.
3. Choose the export section you want to use.
4. Apply any available filters.
5. Click EXCEL Export or CSV Export, depending on the file type you need.
6. Open or save the file when prompted by your browser.

Report-Specific Export Buttons

Some report screens include their own Export button. Run these exports from the report screen instead of the main Reports >> Export screen.

Aging Report Export

1. Go to Reports.
2. Open Aging.
3. Select the date range and report criteria.
4. Click Export.
5. Load Manager exports the Load Commission Aging Report to Excel with Group By set to Customer. If more than one customer is included, the download may be packaged as a ZIP file containing separate customer files.

The Aging report export includes invoice aging columns such as Current, Over 30, Over 60, Over 90, and Over 120.

Choose the Right Export Type

Role Notes by TMS Type

The export workflow is shared across TMS types, but some labels change based on your account setup.

• companies that broker freight: Export filters and columns may refer to carriers.
• companies that dispatch for carriers: Export filters and columns may refer to carriers or drivers, depending on the workflow.
• Carrier / Trucking Company TMS: Export filters and columns may refer to drivers instead of carriers.

Use Filters Before Exporting

Sales Summary and Sales Detail use the filters you select before running the file. Available filters can include:

• Order Date From / To
• Invoice Date From / To
• Pickup Date From / To
• Delivery Date From / To
• Status From / To
• Office From / To
• PO # From / To
• Carrier, driver, or carrier/driver From / To
• Customer From / To
• Sales Rep From / To
• Dispatcher From / To

The Order Date fields default to a recent date range. If you want a different time period, update the date filters before exporting.

Sales Summary vs. Sales Detail

Use Sales Summary when you want a cleaner one-row-per-load file for quick review, totals, or high-level analysis. Sales Summary also includes optional checkboxes such as Include History, and it can include other options depending on your setup.

Use Sales Detail when you need more granular data. This is the better option when you plan to calculate or review detailed load, cost, commodity, accessorial, or stop-level information in Excel. Select Include Stops when stop details should be included in the export.

Select Export Columns

Sales Summary and Sales Detail include a small ... button in the section heading. Use it to choose which columns should be included in that export.

1. Open Reports >> Export.
2. Go to Sales Summary or Sales Detail.
3. Click the ... button in the section heading.
4. Select the columns you want included.
5. Save the column selection, then run the export.

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

Export Limits

• Sales Summary has an export limit of 10,000 records. If you reach the limit, narrow your criteria and run the export again.
• Load date ranges are limited to one year at a time. If you need more than one year of data, run separate exports for each date range.
• 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.
• The export has fewer loads than expected: Review the date, status, office, customer, carrier/driver, sales rep, and dispatcher filters.
• A load appears on multiple rows: Confirm whether you selected Sales Detail or included stop details. Multiple rows can be expected for detailed exports.
• You need more than one year: Split the export into smaller date ranges of one year or less.
• You reach the 10,000-record limit: Narrow the filters and run the export again.
• You do not see Export under Reports: Ask an administrator to review your user role permissions.

Related Articles

• Reports >> Dashboard Overview
• Accounting Screen: Overview, Invoice by Status & Year-End Setup
• All Loads Screen Overview
• IFTA Filing