Reports and exports

The Company Portal does not have a single page that lists every report. Instead, reports live next to the work they describe, and the AI assistant can run a library of reports for you on request.

Coming soon

A Reports page in the main menu is being prepared: a list of the built-in reports grouped by area, where you fill in a report's options, run it, and export the results to a CSV file. As with reports run by the AI assistant, which reports you can run depends on your permissions.

Where to find reports

Report	Where	What it shows
Dashboard widgets	Dashboard	Today's operations, on-time delivery, revenue trend, receivables aging, unbilled closed orders and more. See The dashboard and Custom dashboards.
Payments Received	Accounting → Payments Received	Payments received between two dates, with method, deposit account, reference and total. See Recording payments.
Invoice audit log	Accounting → an invoice row's ⋮ menu → Order Invoices → Audit Log	Everything that happened to an order's invoices. See Invoices.
Expense analytics	Settings → Expenses, Analytics	Cost per mile by truck and your fixed versus variable costs.
Activity logs	Settings → Activity Logs	What users, the system and the AI assistant did, including user sessions by day.
AI usage	Settings → AI Usage	How much your company used AI features in a month. See AI activity and usage.

Asking the AI assistant for a report

The AI assistant can look up and run reports for you. Describe what you want in plain language — for example:

• "Show invoiced revenue by month for this year."
• "Who were our top customers by revenue last quarter?"
• "List overdue invoices."
• "Show receivables aging."
• "How many stops did each driver complete last month?"
• "Which closed orders were never invoiced?"
• "How did quotes convert to orders by month?"

The assistant's report library covers orders and quotes, invoices and receivables, customers, drivers and routes, trucks and expenses, lanes and pricing, waiting time, and more. It answers in the chat, often as a table or chart, and explains what the figures are based on.

What you can run depends on your permissions. Reports that read data you are not allowed to see are refused. Some reports that calculate figures directly from your company's records are available to administrators only, unless the report is tied to a specific permission — for example, receivables reports are available to users with View Invoices and Payments.

tip

Reports are only as complete as your records. For example, receivables figures treat an invoice as unpaid until its payments are recorded in RushHour.

Exporting data

What	How
Invoice PDFs	Select invoices in Accounting and click the download icon. See Sending and downloading invoices.
Invoices for QuickBooks Desktop	Select invoices in Accounting and click IIF.
Invoices and payments to QuickBooks Online	See QuickBooks.
Customers	In CRM, open the Export/Import CSV menu above the customer list and choose Export. Pick the fields to include, then export them to an Excel file. The Export option is shown to company administrators and requires the Export/Import permission.