The Business Travel list includes an Export Excel action that writes the currently loaded month’s trip information to an XLSX workbook. In this document you will learn how to export the business travel list to excel in Attendico ATS Cloud.
What is this option for?
Use it when the trip report needs sorting, filtering or further review in a spreadsheet.
Before you begin
- The Business Travel module is licensed.
- Select the intended month and year and load its records.
Understanding the controls
- Year and Month
- Determine which records are loaded.
- Export Excel
- Generates an XLSX workbook.
- Outbound / Return Leg
- Each analytical leg may occupy a separate row.
- Estimated Distance
- Route estimate expressed in kilometres in the export.
Step-by-step instructions
- Open Business Travel.
- Choose the required Year and Month.
- Click Refresh and verify the displayed trips.
- Review the trip rows and note any missing destinations or estimates.
- Click Export Excel.
- Find the downloaded file whose name includes the chosen year and month.
- Open the workbook and review employee names, trip leg, start/end information, duration and estimated distance.
- If data is missing or a route requires correction, update the trip and export again.
What happens next?
The browser creates an XLSX file named for the reporting month, containing the table’s trip-related columns.
Important notes
- The workbook reflects the records currently loaded in the list.
- Route estimates are not an actual GPS trace and should not be considered as such.