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. You can find an example of a task export .CSV sheet at the bottom of this article. 

This article covers:

• Overview
• Column Headers Definition
• Limitations
• Automatically Delete Unwanted Columns

The export feature lets you analyze your Onfleet data, such as determining the average task durations, driver performance, and historical details like photos, signatures, completion notes, and feedback.

To export tasks, click the down arrow icon in the toolbar or use the "E" hotkey. Adjust the filters as needed, then click Download. A CSV file will be generated, and you’ll receive an email within a few minutes containing a download link.

The export file is delivered as a plain-text CSV with no formatting applied. We recommend opening it in a plain-text editor or ensuring your spreadsheet program does not apply automatic formatting.

Tasks can be exported based on Status (Completed, Assigned & Unassigned), Dates, (range can be from 24 hours to the maximum available in your Onfleet plan), Teams, Driver, and Connections (if applicable). 

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.

Column Headers Definition

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

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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:

• Launch: 90-day
• Scale: 1-year
• Enterprise: Unlimited

Note: There is a 50,000 task limit per export, regardless of the 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 task exports to generate route sheets, manifests, or labels, you may want to remove irrelevant columns quickly. The steps below show you how to create an Excel macro to automate this process. Once set up, you can paste data into your macro-enabled sheet and run the macro to clean it automatically.

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:

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