Assignment Reports help you see the bigger picture of your trips. Whether you need totals by guide, by date, by client, or by trip type, you can export the data in just a few clicks.
How to Generate a Trip Unit Report
Step 1: Go to Trips
From your Dashboard, click Trips.
Step 2: Open Assignments
At the top of the page, click Assignments.
Step 3: Filter Your Results
Narrow the list to what you need before exporting. You can filter by:
Guide
Date range
Trip status
Trip type
Client
Export Filtered Results only includes what's on screen, so set your filters before you generate.
Step 4: Click Generate
In the top-right corner, click the Generate button.
Step 5: Choose Your Export Option
You can select from:
Export All – Downloads all trip unit records
Export Filtered Results – Downloads only what you've filtered on screen
Export by Year – Downloads trip units for a specific year
What Other Information is Included in the Export
The exported report includes standard trip unit data as well as Guide Reports, which may contain:
Boat put-in location
Boat take-out location
Actual trip type conducted by the guide
Guide comments or notes from the trip
This provides helpful details about how each trip was actually conducted in the field.
File Format
Reports download as a CSV file, which opens in Google Sheets, Excel, Numbers, or any other spreadsheet app. You can also upload it into your accounting or reporting system.
Once the file is open, see How to Filter a Downloaded Report Spreadsheet to narrow it down to specific trips.
Trip Unit Reports make it easy to track performance, review totals, and keep clean records. Export what you need in seconds and use the data however it best supports your business.