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Reports generates a live CSV export for the active fleet organization, which you can open in a spreadsheet.
1

Confirm the organization

The export covers the organization currently active in Fleet.
2

Select Generate Report

The file downloads to your computer.
3

Open it in a spreadsheet

Use it for board packs, bank reporting, or your own analysis.
Clear unmatched payments in Reconciliation before you export anything a bank will read. Unmatched money understates collections, and a corrected figure sent afterwards costs you more credibility than a day’s delay.

Handling the file

The export contains driver names, phone numbers, and payment records. Treat it as confidential: share it only with people who need it, and do not send it over channels your organization does not control.