Your data is yours. Download it any time, to keep a copy or to send to a payer or partner. Each file opens in Excel or Google Sheets.
Download your lists
At the bottom of the menu on the left, select Settings. Then, under Operations, select Imports & Exports.
Select the Export tab at the top of the page. CSV downloads shows four files.
Select the one you want. It shows “Downloading…” for a moment, and the file saves to your computer’s Downloads folder.
| File | What’s in it |
|---|---|
| Passengers CSV | Each passenger’s name, phone, email, birth date, Medicaid ID and mobility notes |
| Drivers CSV | Each driver’s name, email, phone, status and ID |
| Vehicles CSV | Each vehicle’s name, plate, VIN, year, make, model, seats, wheelchair spots and status |
| Facilities CSV | Each facility’s name, type, phone, billing email and status |
Download your trips
In the menu on the left, under Operations, select Trips.
At the top right of the list, select Download. The Download trips form opens.
Under Report, pick All trip details for a spreadsheet with one row per trip. The other reports are PDFs, like Signed trip log for a broker or an audit.
Pick a Start date and End date. To narrow it down, pick Payers or Passengers.
Select Download CSV. You’ll see “All trip details downloaded.”
Good to know
- Download only some rows. On the Passengers, Drivers, Vehicles or Payers page, check the boxes next to the rows you want and select Export. Invoices and payments in Billing work the same way.
- Each file is a snapshot. It shows your data at the moment you download it. Download it again for a fresh copy.
- Passenger files hold private details, like birth dates and Medicaid IDs. Share them only with people who should have them.
- More downloads are on the Reports page, like Time log CSV for driver hours.
If something looks wrong
| What you see | What to do |
|---|---|
| There’s no Export tab, or no Download on Trips | People with the Viewer role can’t download these files. Ask your owner or admin. |
| “This download has more than 25 trips.” | Pick a shorter date range or fewer payers. GPS proof takes up to 25 trips at a time, and the other PDFs up to 100. |
| “None of these trips are completed yet.” | PDF reports include only completed trips. To get every trip, pick All trip details. |