Running Transportation Reports

Overview

The Transportation Summary report shows your center's transportation activity for a date range. It draws from the transport arrival and departure details recorded on the Attendance page. You can view it three ways — Trip Summary, Member Summary, and Attendance Details — and export the results. This article shows you how.

Before You Begin

You need Reports access. If you cannot open the Reports area, contact your administrator.
Transport arrival and departure details should be recorded on the Attendance page for accurate results.

Steps

Step 1: Open the Transportation Report

Select Reports from the main navigation, then choose Transportation Summary from the list.

Open Transportation Summary from the Reports list

Step 2: Set the Date Range

Choose the time period for the report — for example a Month or a Custom range. The report refreshes for the selected period.

Set the transportation date range

Step 3: Choose a View

Switch between the three views depending on what you need:

Trip Summary — trips summarized for the period, split by direction (arrivals and departures).
Member Summary — transportation summarized by member, split by direction.
Attendance Details — a single detailed table of the underlying records.

Switch between Trip Summary, Member Summary, and Attendance Details

Step 4: Export the Report

Use the report's actions to print the report (save as PDF from the print dialog) or download it as a CSV file for use in a spreadsheet or for building driver manifests.

Print or download the transportation report

Tips

Record both arrival and departure. Complete transport details on the Attendance page give the most accurate report.
Use Member Summary for planning. Seeing transportation by member helps you plan routes and schedules.
Export to CSV for manifests. Download the report, then trim it to the columns your drivers need.

Troubleshooting

Problem	Solution
The report shows no data	Transportation details are recorded on the Attendance page. If those fields are empty, no data appears here.
Trips are missing for some members	Make sure staff record both transport arrival and departure. Incomplete records may not appear in every view.
An export is empty	Make sure the report shows data on screen first. An empty report exports empty.
I do not see Transportation Summary in the list	The report may be turned off for your center. Ask your administrator to enable it.