Export my Routes

1. Introduction

This guide will teach you how to select, customize, and export your completed routes using the route management system. Whether you need to share results with a team member via Excel or integrate data into a calendar, this process is designed to be straightforward and effective.

2. Initial Configuration

Customizing Your Excel Export Settings

When you choose to export to Excel, the system provides several options to tailor the resulting file.

1. Select Your Sheet Layout: Choose how the route data is organized:

   • One sheet for all deliverers.

   • One sheet per deliverer.

   • Context: This helps you decide if you want a consolidated view or detailed reports for individual team members.

   

💡 Tip: These configurations only apply to the Excel export option. Other formats (like PowerPoint or Calendar) will use their standard output settings.

1. Selecting Custom Fields (Columns)

You can choose which specific columns (fields) appear in your exported file.

1. Click on other within the configuration window.

2. You will see a list of available fields and display fields.

1. You can also enable the custom configuration if needed.

• Context: When finished, the export file will contain both standard and mapped columns.

1. Click Save when you are done customizing the fields.

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3. Feature Explanations and Benefits

The primary benefit of the route export feature is its flexibility, allowing you to quickly share data in formats suitable for various stakeholders.

Diverse Export Destinations

By clicking the export option and selecting other, you unlock a wide array of export types.

Export Feature	Benefit/Usefulness
Export to Excel	Ideal for detailed data analysis, calculations, and structured reporting.
Export to PowerPoint / Office 365 PowerPoint / Google Slides	Useful for quickly generating presentations or summaries for meetings.
Export to Calendar (Office Outlook / Google)	Allows route schedules and timings to be integrated directly into personal or team calendars.
Export a summary of routes send by email	Efficiently shares a high-level overview of the route plan with recipients.
Export to Masternaut .GPX / Extended .GPX	Necessary for use with specific GPS navigation systems or advanced mapping software.
Export to KML format Google etc.	Standard format for viewing geospatial data (like routes) in mapping tools (e.g., Google Earth).
Export to Webhook	Facilitates automated data transfer to other operational systems.

4. Exporting a Route to Excel

This is the most common task and includes selecting the route, choosing the destination, configuring settings, and finalizing the download.

Follow these steps to successfully export your selected route:

Locate Optimization Section

1. Start from the system home page. Click on Optimization

Select the Route

1. Click the route that you wish to export.

1. Initiate the Export Dialogue

Choose Excel Format

1. Since you wish to export the data in Excel, click on export to Excel.

Configure and Generate the File

1. Review and adjust your initial configuration settings (Sheet Layout, Timings, Data Integrity) as outlined in Section 2.

1. If you customized fields, ensure you clicked Save.

Finalize Export and Open File

1. Click the downloaded file to open it

1. Please find the downloaded excel file below.

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5. Productivity Tips

Here are some ways to make the route exporting process more efficient:

• Customize Columns for Efficiency (Filtering Data): If you only need two or three specific data points for a quick analysis, use the other option in the configuration menu to remove unnecessary fields. This keeps your report clean and focused, ensuring the export file contains only standard and mapped columns that matter most.

• Use Calendar Export for Scheduling: Instead of exporting complex data, use the export to calendar option (Office Outlook or Google) to quickly give deliverers their finalized shift timings and route appointments, simplifying daily logistics.

• Save Configuration Time: Once you have set up your desired sheet layout and field selections (like generating one sheet per deliverer or including shift timings), click Save. This allows you to quickly execute the export in the future without re-selecting all the detailed configurations.