How to Export Grid on the Surcharges Page

How to Export Grid on the Surcharges Page

What is the Export Grid:

The Export Grid function provides the user with the ability to extract a data file which contains a snapshot of the data which is contained on that data grid.

How to Export the Surcharges Grid"

Navigate to Admin then Other Options:


Under the Advanced Options, select Surcharges


Note: If you do not have access as an Administrator or Organization User, you will not be able to access above links.

On the Manage Surcharges page, click on the Actions drop down button and click on the `Export Grid`.

Note: By using either of the Search or Used by Company and Carrier textboxes, the export will then be adjusted to show just the filtered in data.
                                                                         



Ensure the grid contains the data you wish to export. Once clicked, the file will download in a .csv format with a naming convention as Surcharges_*date*.csv.

The spreadsheet file can now be opened in your preferred program for further analysis and manipulation. Checking on the exported file, the following data or fields includes:

  • Name
  • LinkedCompany
  • Carrier
  • CarrierAccount
  • Service
  • Price
  • Markup
  • HardSell
  • Automatic
  • FuelExempt
  • Include

Example:



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