Taking data away

Any screen showing meaningful data lets you take it with you. The actions sit in the card's header.

The five actions

Action	What you get
Reading mode	The document on screen exactly as it will print, on an A4 sheet, with a Portrait / Landscape switch.
Export to Excel	A spreadsheet.
Export to PDF	A letterheaded document.
Print on letterhead	Straight to the printer.
Share via chat or email	Sends the document to a member of your organisation, in-app chat or email.

Beside them sits Add to a report, which drops the same figures into the report composer as a section of a report you are writing.

How they appear depends on the Card actions layout you chose under Preferences:

• Compact, which a device starts on, gathers them under one Export menu.
• Wide shows them as a row of icons at the top right of the card.

Either way, navigation and close stay outside the menu, with close rightmost.

Reading mode, and which way up the page is

Reading mode opens the document at the width of the paper it prints on: the letterhead, the title, the dating line, the tables and their totals. What you see there is what the PDF and the printer produce.

Its header holds a Portrait / Landscape switch, and its own Export to PDF and Print actions:

• Portrait lays the page out upright, the way most documents are printed.
• Landscape turns the page on its side, to give a wide table room for its columns. The preview redraws at once at the wider sheet.
• The PDF and print actions inside reading mode use whichever orientation the switch shows. Their tooltips say which, Export to PDF (landscape).

The choice is remembered for that document

Turning a document to landscape is remembered on that device, under the document's title. Next time, the card's own Export to PDF and Print on letterhead come out landscape too, and so does the print setup inside the Excel file, without opening reading mode first. Other documents keep their own orientation, so turning one wide register does not turn every statement you print. Choose Portrait in reading mode to turn it back.

A document with nothing chosen for it opens portrait, except a table with column filters and more than five columns, which opens landscape.

What you export is what is on screen

Narrow first, then export

Filters, date ranges, location choices and search terms are all carried into the export. Set the view up the way you want the document to read, then export.

This is why nearly every export carries a subtitle stating its period and its filters, so a printed page can never be mistaken for a different period's.

One card adds to what it shows: a group's dial card on the dashboard also exports the group's range-based figures that have no dial, in a section of their own. See Tracking screens.

Tables with filters and columns

The registers with column filters, sorting and ticked rows take their own export menu through the same actions, so a register's PDF looks like every other document in the app: the same letterhead, the same reading mode, the same Portrait / Landscape switch.

What goes into the document:

• The columns you can see, in the order you have arranged them, under their on-screen headings.
• The rows that survive your filters, in the order you have sorted them. Every row is ticked until you untick some; once you do, only the ticked rows go. Excel needs at least one ticked row.
• A rotated table stays rotated: what you see across the top is what the document carries across the top.
• Figures stay figures. A number reaches Excel as a number you can total, dates read dd/mm/yyyy (with the time where there is one), and a yes/no column reads Yes or No.
• Share sends every row you can see when nothing is ticked.

The document is titled after the table and carries the table's dating line as its subtitle. The downloaded file takes the table's own name where it has one (Daily Shift Report.pdf), otherwise the title and the day (Pumps-2026-07-01.xlsx).

A table with more than five columns opens in landscape; turn it upright in reading mode if you prefer.

Some tables also offer a CSV download, or a blank template to fill in and import. Those are files for another program or for upload, not documents, so they carry no letterhead.

Tracking screens

The tracking screens export through the same actions:

• A Period Reports card exports the figures in its table, after any search or filter you have applied, each with its unit, basis, actual, plan, variance and status, and the notes that apply to them. The subtitle gives the first and last day of the period. A figure hidden for having no data is left out, and a note on the document says so — as it does for a figure with no target typed, and for a plan that is a target you typed. Add to a report takes the table and its period, without the notes. A figure capped at the last date every input has figures reads Capped at and the date in its Basis column, and a note names the input that set it. Add to a report carries that sentence in its subtitle.
• A group's dial card exports its dials and, in a second section, every other range-based figure of the group. To leave out every range-based figure, dials included, choose Leave out range-based figures in the card's Export menu; the document then says they were left out, and the choice is remembered for that group on this device. Include range-based figures brings them back. A figure capped at the last date every input has figures reads Capped at and the date in its Basis column, and a note names the input that set it.
• A monitored parameter's detail exports the item's readings for the dates you have chosen.
• A figure opened from the dashboard (the popover on a widget) exports the plan, actual and variance it shows, with its count, goal and status.
• An item's details, its property history and a balance breakdown carry the same bar.

A list that comes a page at a time exports all of its pages

Some registers are long enough that the screen shows them a page at a time: the weighbridge ticket book, the unit register and rent roll, the fleet and asset registers, the work-order queue, supplier invoices and the retail catalogue. Their export is the whole list under the filter you have set, every page of it, read when you press the action. The actions spin while it is read, and their tooltips say Reading the whole list….

Past 5,000 rows, an export carries the first 5,000 and says so

A list larger than that is flagged on the screen before you press anything, and the exported document's subtitle reads the first 5,000 of …. Narrow the filter (a status, a building, a search) to take the rest away in further exports.

What is included, and what it means

An exported document carries the same meaning as the screen, not just the same numbers:

• A dating or qualifying subtitle, so the figures are anchored.
• Totals as emphasised rows, set apart from the figures they add up.
• Any caveat that changes what the total means, as a note on the section. A fuel figure exported while a stoppage is still open, or a stock valuation with a high never counted figure, says so on the document.

The action bar disappears when there is no data

An empty letterheaded page reads as a claim that the figure is zero, which is a different statement from "nothing has been recorded". So the export actions are not offered on an empty screen.

Print is hidden on a phone

The print action is not shown on a small screen, because there is rarely a printer attached to one. PDF, Excel and share remain: get the PDF and print it from wherever you can.

Letterhead

PDFs, prints and reading-mode previews all carry your organisation's letterhead: the logo, name, address, phone, email and website held on your account. If any of it is wrong, correct it in your account settings, and every export picks it up.

The email matters more than it looks: it is the address a customer replies to when they query a figure on a document you sent them.

Sharing

Share via chat or email hands the document to a member of your organisation, through Trackapt's chat or by email.

What they receive is one document, identical to what you previewed: the same title, the same dating line, the totals still emphasised as totals, and any breached figure still marked. They can open it in reading mode, print it, or save it as PDF or Excel themselves. Preview, print, PDF and share all agree with each other.

Some screens do not offer sharing, where the data should not gain a one-click path into a recipient picker. Those screens still offer everything else.

Charts

Charts carry the same actions, plus add to report, which drops the chart into the report composer. It is on by default, because a chart you are looking at is usually a chart somebody wants in a document.

Tables

Operational tables (the ones with filtering, sorting and bulk actions) carry the standard set plus zoom and refresh.

The refresh control spins while your request is in flight, and stops when the data arrives. A figure that changes on its own, pushed because somebody else recorded something, leaves it alone: the spinner belongs to the button you pressed.