How to Create a Custom Export

RoutingBox collects a lot of data related to your trips. The Trip Viewer makes it easy to export that information of use outside of the application.

Navigate to the Scheduling tab and then select the Viewer icon.

 

1. Select the View tab and customize the fields you want to see for export

2. Specify a Date Range and input any other filters to specify data you need to review  

3. Click the refresh button to view the information selected in grid 

4. Move the mouse cursor to the bottom-right corner of the trip viewer screen until the Export to Excel and Copy icons appear

  • The Export to Excel (in green) will create and save a .csv/Excel copy of the Trip Viewer screen to where you select.
  • The copy icon works like the copy and paste function on your computer, allowing you to paste the information into a different document.