Shippers, Carriers
Apps: Web, iOS, Android App Version: 1.4.1
Overview
- Exporting loads on web and mobile
- Exporting selected loads
As a Shipper or Carrier, I would like to export a set of loads for a variety of reasons. I can use the Export Loads button in Roger to export loads to a .csv or a .xlsx file. These file types can be easily opened in programs like Excel, or Google Sheets.
This guide will walk through how to export loads to a file and either download or send it through email.
Exporting Loads
Carriers can use both Web and Mobile instructions. Shippers should only use the web instructions.
- Login to the Roger Web Command Center and go to the Loads tab. The Export Data button is available on all views. The Shipper or Carrier has the ability to export all the loads in the view, loads within a date range, or selected loads
- Tap on the Export Data button on the top right of the screen. The following window will appear
- Select the file type to Export as: .xlsx or .csv
- Select whether to download the file to your computer or to Send to Email. If Send to Email is selected, the Shipper/Carrier will be prompted to enter an email address
- If Date Range, is checked then the shipper/carrier can enter in a date range. Only loads that fall within the date range will be included in the export
- Select the Green Export Loads button to export the data. If downloading the file, your file explorer will open and you have the ability to rename the file and click save
Exporting Selected Loads
- On any view, select the checkboxes next to the associated loads that need to be exported. (Tip: To select a range of loads, click first load radio button then scroll down hold shift and click the last load in the range you want selected and all loads in between will be selected)
- An Export Selected Data button will appear at the top right of the screen
- Click Export Selected Data and the following window will appear
- Select the file type to Export as: .xlsx or .csv
- Select whether to download the file to computer or to Send to Email. If Send to Email is selected, the Shipper/Carrier will be prompted to enter an email address
- If Date Range, is checked then the shipper/carrier can enter in a date range. Only loads that fall within the date range will be included in the export
- Select the Green Export Loads button to export the data. If downloading the file, your file explorer will open and you have the ability to rename the file and click save
- First login to the Roger app and tap on the Loads icon at the bottom of the screen
- Tap on the share icon, at the top of the screen, to Export Loads
- A pop-up will appear, select the file type as either .xlsx or .csv and enter an email to send the data
- Click the green Export Loads button. An email with file will be sent to the provided email address
Note
- Columns and rows don't export in the same order that are shown in the command center
- Drivers are unable to export loads
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