> ## Documentation Index
> Fetch the complete documentation index at: https://docs.tread.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Exports, Reports & Vendor Scorecards

> Get the data out — to your accounting system, to ops dashboards, to your team.

## 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.

## Walkthrough

<Steps>
  <Step title="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](mailto:support@tread.io) or send us a message from the in-app chat at the top of the page.
  </Step>

  <Step title="Run a report">
    Pick a report, set the date range and filters (customer, project, [department](/onboarding/master-data/departments-labels-classes), 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.
  </Step>

  <Step title="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.
  </Step>

  <Step title="Push to accounting">
    For invoices and bills, set up an [accounting integration](/integrations/quickbooks) once — [QuickBooks](/integrations/quickbooks), [Sage](/integrations/sage), [Vista](/integrations/vista), [Foundation](/integrations/foundation), or [Spectrum](/integrations/spectrum). After that, settlements push on a schedule with no manual export step.
  </Step>

  <Step title="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.
  </Step>

  <Step title="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.
  </Step>
</Steps>

## Download settings

Use these settings when downloading a report. They prevent the most common formatting surprises.

**CSV** — enable both options:

| Option                                                     | Why                                       |
| ---------------------------------------------------------- | ----------------------------------------- |
| Apply data formatting (rounding, special characters, etc.) | Values match what the results table shows |
| Keep hidden columns hidden                                 | The file matches the report layout        |

**PDF** — use these settings:

| Setting            | Value     |
| ------------------ | --------- |
| Paper Size         | Legal     |
| Orientation        | Landscape |
| Expand tables      | On        |
| Show filter values | On        |

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.

<Warning>
  **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.
</Warning>

## Watch it

## Common pitfalls

<Note>
  **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.
</Note>

<Warning>
  **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](/concepts/companies-hierarchy) filter to match the audience for the export.
</Warning>

<Warning>
  **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.
</Warning>

## Related

* [Generate Settlements & Driver Pay](/concepts/settlements-driver-pay) — what feeds the accounting export.
* [QuickBooks integration](/integrations/quickbooks) — and other accounting destinations.
* [HCSS HeavyJob](/integrations/hcss) — bidirectional job and timecard sync.
* [Roles & Permissions](/concepts/roles-permissions) — who can run and share reports.