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Built-in exports (PDF, Excel, CSV)

Applies to v1.7+ · ~3 min read · Export and manifests

Turn an optimized route plan into a driver manifest using one of the three built-in export formats — PDF, Excel, or CSV — with no custom setup required.

Before you start

Complete the first three Route Planner steps (Import & Validate Jobs → Choose Strategy → Review Route Plan) so the Export Manifests step is available.

Steps

  1. In the Route Planner, continue to Step 4 · Export Manifests.

  2. In the Export profile field, choose a profile from the list.

    No profile yet?

    The built-in export formats are always available without creating a custom export format. If you want a fully custom column layout, see Create a custom export format.

  3. Under Output package, select one of the three packages produced by your export profile:

    Format Best when
    PDF you print or email manifests to drivers
    Excel you share an editable spreadsheet with dispatch or warehouse
    CSV you import the manifest into another system

  4. Select Export.

Export Manifests step showing the Export profile dropdown, Output package options (PDF / Excel / CSV), and the Export button.

  1. When the file-save dialog opens, choose a location and save the file.

  2. To produce the manifest again — for example after fixing a job — select Regenerate. This opens the save dialog again so you can save a new file.

Export Manifests step after a successful export, with the Regenerate button visible.

Result

Your manifest is saved to the location you chose. A copy is also retained in Route Plan History, so you can retrieve it later without re-running the export.

Related: Route Plan History · Create a custom export format · Review your route plan · Quick start: your first route plan