Exporting a solution

You can export the solution you get from planning and save source data to an Excel file. Do the following on the page with the resulting solution:

  1. In the upper-right corner, click Export.

  2. Select the export option:

Solution in Excel

Save routes and metrics of the resulting solution to an Excel file.

You can use the exported file for analysis or upload it to another system. Please note that the structure and the order of columns in the file may change.

To upload data to another system, you can use the fields on the following sheets:

  • visit order, visit duration, and visits per week:

    • location_id
    • address
    • description
    • comments
    • ref
    • lat
    • lon
    • visit_duration
    • visit_count_expected
    • visit_count_real
    • missed_visits
    • employee

  • data:

    • employee
    • route
    • day
    • arrival
    • departure
    • location_id
    • address
    • description
    • ref
    • lat
    • lon
    • visit_duration_min

The general_report sheet contains summary information on routes and employee working time utilization.

Solution on the map

A link to the solution that you can share. The link is valid for 30 days.

The solution at the link is available to unauthorized users.

Source data in Excel

Save the source data to an Excel file to be edited and re-uploaded to the system.

For a full list of parameters, see Parameter list.

You can export the resulting solution fully or partially.

Full export

Full export includes all planned routes.

Partial export

If the solution has planned routes that for one reason or another can't be started, you can:

  • Hide some routes. To do this, click  to the left of the route.

  • Select the dates for export. To do this, set a date or planning period at the top of the screen with the resulting solution.

To export a partial solution:

  1. Click Export.
  2. Enable the Only visible routes option.
  3. Select an export option.
  1. Click Export.
  2. Enable the Routes on selected dates option.
  3. Select an export option.
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