Task Export

In this article, you will discover how to export task data outside of the Onfleet platform, to perform your own analysis if desired.

This article covers:

Overview

The export feature is useful for performing your own analytics on your Onfleet data, such as determining the average duration of tasks last month, assessing driver performance, as well as accessing photos, signatures, completion notes, and feedback for historical tasks.

Tasks can be exported by clicking the down arrow icon in the toolbar or by using the hotkey "E".

exportgif.gif

 

Adjust the filters and click Download to export a CSV file of your tasks. An email will be sent to you within a few minutes containing a link to download your export. The file that is downloaded is a CSV, in plain text, and no formatting is applied. We recommend that you open the file in a plain text editor, or ensure that your spreadsheet application of choice does not apply automatic formatting.

Note: If you would like to automatically remove columns you don't need, you can do so using an Excel macro. Follow our guide here.

tasks-etd.gif
 
 

Column Headers Definition

Here are some common column headers within an exported CSV file and their definitions: 

Header Name Definition
Driver Number A unique identifier for each driver within that export. The number is a driver ID shorthand for export use only and is only consistent within the exported file.
Task Number

This applies for assigned tasks only. This is the order of the task in the driver's assigned task list.

shortId This is the task identifier.
departureTime This time is either 60 seconds after the task has started, or when the driver has travelled 100m from the start task location (whichever comes first).
arrivalTime This time is either the last time that a worker arrived within 150m of the task destination, or if they never are within 150m of the task destination, it is the same as 'Task completed'.
startTime This time is the moment that the driver swipes/holds to start the task.
completionTime

This time is the moment that the driver swipes/holds to complete the task (after meeting any task completion requirements).


Limitations

All task exports are restricted to a 32-day period, for all plan types. In order to export tasks over a longer period, it will be necessary to generate multiple task exports and later combine them into a single document. As an alternative to bypass the 32-day limitation, you can use our open-source developer tool for task exports.

Your export history limit for completed tasks is based on your plan type:

  • Starter: 30-day
  • Basic: 90-day
  • Premium: 1-year
  • Professional: Unlimited

Note: There is a 10,000 task limit per export, regardless of billing tier.

For more details please visit our pricing page or click here to open a Support Ticket.

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Automatically Delete Unwanted Columns in Task Export

If you use the task export for generating route sheets, manifests, or labels, you may want to quickly remove columns that aren't relevant. Below is a step by step instruction for creating an Excel macro inside a spreadsheet to automate the process. Once configured, simply paste data in your macro-enabled sheet and run the macro.

Step 1:

Download "Onfleet_Macro_Template.xlsm" (attached at the bottom of the article) - this is a blank macro-enabled workbook and comes with the macro installed.  This will prevent you from having to copy/paste the macro text every time you want to run it.

Note: Make sure you download the file. Do not open in Google Sheets.

Step 2:

Export tasks from the dashboard. Open the CSV file and copy all the data, including the headers. This can be done with hotkeys:

  • Mac: Hold ⌘ Cmd + A and then ⌘ Cmd + C
  • Windows: Hold Ctrl + A and then Ctrl + C

Step 3:

Paste the data from the export into the "Onfleet_Macro_Template.xlsm".  DO NOT select all to do this. Simply paste the data into the first cell "A1".

Step 4:

Enter the Visual Basic Editor in the template file. To do this, select "Tools" from the options taskbar in Excel, hover over the "Macro" option, and select "Visual Basic Editor".

Step 5:

Select the columns you’d like to include in the spreadsheet.  You can refer to the column numbers in the table below as a guide. In the fourth line in the Visual Basic Editor, enter the column numbers which you’d like to keep after the "S = ".  

For example, if you only want the columns: "Driver Number", "Task Number", "shortId", "status"  you would enter: s = ",1,2,3,4,"

Note: keep the commas as entered above

Step 6:

Exit out of the Visual Basic Editor.  To run the macro, go back to options and hover your cursor over "Macro" and select "Macros".  Select the macro "RemoveColumns" and hit "Run". If done correctly, the program should delete all the columns except those you have selected.  Please give Excel up to 30 seconds to execute the macro.

Save your new workbook as a different filename so you can reuse the workbook. Now that you are configured, simply paste data in your macro-enabled sheet and run the macro whenever you want to remove the unnecessary columns!

 

Columns:

Column Name

Column Letter

Column Number

Driver Number

A

1

Task Number

B

2

shortId

C

3

status

D

4

creatorOrganization

E

5

executorOrganization

F

6

workerName

G

7

destinationAddress

H

8

destinationLonLat

I

9

recipientsNames

J

10

recipientsNumbers

K

11

completeBeforeTime

L

12

completeAfterTime

M

13

creationTime

N

14

startTime

O

15

completionTime

P

16

didSucceed

Q

17

completionNotes

R

18

completionLonLat

S

19

distance

T

20

taskDetails

U

21

recipientNotes

V

22

signatureUrl

W

23

photoUrl

X

24

feedbackRating

Y

25

feedbackComments

Z

26

forceCompletedBy

AA

27

startLonLat

AB

28

departureTime

AC

29

departureLonLat

AD

30

arrivalTime

AE

31

arrivalLonLat

AF

32

taskType

AG

33

dependencies

AH

34

failureReason

AI

35

barcodesCaptured

AJ

36

trackingViewed

AK

37

signatureText

AL

38

metadata

AM

39

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