PortaPro allows you to export filtered job data to CSV (Comma-Separated Values) format for use in spreadsheets, reports, or other business applications.
What's Included in the Export
The CSV export contains the following columns:
| Column | Description |
|--------|-------------|
| Job Number | Unique identifier (e.g., DEL-2032) |
| Scheduled Date | Date the job was/is scheduled for |
| Job Type | Delivery, Pickup, Service, etc. |
| Status | Current job status |
| Customer Name | Name of the customer |
| Customer Address | Service address (street, city, state) |
| Driver Name | Assigned driver or "Unassigned" |
| Vehicle | License plate of assigned vehicle |
| Was Overdue | Yes/No if job was ever overdue |
| Completed Date | Date job was completed (if applicable) |
How to Export Jobs
Export Button Location
The Export button appears in:
Export File Details
Export Limitations
Using Your Export
In Microsoft Excel
In Google Sheets
Common Export Scenarios
| Scenario | Filters to Apply | Purpose |
|----------|------------------|---------|
| Monthly Report | Month to Date, All Drivers | Management review |
| Driver Performance | Specific Driver, Last 30 Days | Individual analysis |
| Overdue Analysis | Status: Was Overdue, Quarter | Identify patterns |
| Customer History | Search: Customer Name | Account review |