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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 two ways data leaves Tread: on-demand reports for ops, and settlement exports to your accounting system.

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Walkthrough

1

Open Reports

Go to Reports. The library is grouped into categories set up for your account. Tread comes with standard reports and can configure custom reports for you. 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

Import to your accounting system

For invoices and bills, we can build export reports for you that can be used as imports into your accounting system of record. 

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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.
A report or export missing expected line items usually means a configuration issue, not missing data. If an accounting export leaves out fuel surcharges, or groups invoices differently than you expect, check the report’s column and grouping settings first. If those look right and the numbers still don’t match, contact support with the report name and date range.