Exporting Data for Submitted Forms, Jobs, or Timesheets

Overview

You may need to retrieve a report containing information about all submitted forms, jobs, or timesheets for a specific date range.

Prerequisites

You need to have an account with the Operations, Super User role, or a custom role with access to the Export feature under Reports.

Solution

1. Log in to the Street Smart web portal using your credentials and company ID.
2. Navigate to Reports > Export.
3. Specify the filtering options:
   • Select the required date range.
   • Click Group Filter and select the groups for which you want to retrieve the data.
4. Select the data you want to retrieve from the following options:
   • To export data for Jobs, select the required Job type.
   • For Timesheets, select either Timesheet Pay Hours and Form data or Fleet Timesheet Detail.
   • For Forms, select the required Form name.
     
     
     
     
5. Click Export to Excel next to the required option - an XLS file with the selected data is downloaded to your computer.
   
   
   
   
   

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