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What this solves

Tread is the system of record for dispatch, tickets, hours, and billing — but the rest of your business runs on accounting, ops dashboards, and weekly leadership reports. If getting data out takes a developer or a CSV-and-pivot-table afternoon, you stop looking at it. This workflow covers the three ways data leaves Tread: scheduled exports to your accounting system, on-demand reports for ops, and vendor scorecards for the trucking partners you’re grading.

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Walkthrough

1

Open Reports

Go to Reports. The library is grouped by purpose: Operations, Billing, Driver Pay, Vendor Performance, and Compliance. Each report runs against live data. If you do not have access to Reports, please contact support@tread.io or send us a message from the in-app chat at the top of the page.
2

Run a report

Pick a report, set the date range and filters (customer, project, department, driver), and run. Results render in-page with a download button for CSV or PDF. Large reports can take a few minutes to render — the download options appear once the report finishes loading.
3

Schedule recurring exports

From any report, click Schedule, located at the bottom of the page. Pick the frequency (daily, weekly, end-of-period), the recipients, and the format. Scheduled exports email out automatically.
4

Push to accounting

For invoices and bills, set up an accounting integration once — QuickBooks, Sage, Vista, Foundation, or Spectrum. After that, settlements push on a schedule with no manual export step.
5

Open Vendor Scorecards

Go to Reports → Vendor Scorecards. Each vendor has a card with on-time arrival %, ticket completeness, dispute rate, and average cycle time over the period.
6

Share the scorecard

Click Share on any vendor card. Tread emails the scorecard PDF to the vendor’s primary contact. Most operators run scorecards quarterly to drive vendor accountability conversations.

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Download settings

Use these settings when downloading a report. They prevent the most common formatting surprises. CSV — enable both options: PDF — use these settings: Legal + Landscape gives wide tables the most room and minimizes column cutoffs. A report with many columns can still truncate — that is a PDF rendering limit. When it does, download the CSV instead.
Avoid the Excel (.xlsx/.xls) download. The Excel export is a static data dump — it writes the displayed values, not the underlying calculations or formulas. This is a platform limitation. Use CSV and apply formulas in your own workbook.

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Watch it

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Common pitfalls

A blank report page usually means it is still loading, not broken. Reports run against live data, and a large report or wide date range can take several minutes to render. Changing any filter re-runs the report, so the wait starts over. Let it load — the download options appear when it finishes. If an error shows instead, reload the page and run the report again; if the error repeats, contact support with a screenshot.
Filter scope changes the answer. Running a report without a department or company filter on a multi-region account returns rolled-up totals that don’t match what your regional billing lead expects. Always set the department or company filter to match the audience for the export.
Scheduled exports don’t retry on accounting outages. If your accounting system is down at the moment a scheduled push runs, the export fails and waits for the next scheduled run. Check the Integrations → Status page weekly during early adoption.