Reports, exports, and workflow automation

Reports turn operational and billing data into decisions. Workflow automation removes the manual steps around a completed trip, like generating a report, filing it, and notifying the right people.

Reports and custom reports

Open Reports to review operational and billing trends, export data, and build reusable custom reports.

Build a custom report

1. Open the report builder and choose the source data or report type.
2. Select the fields to include.
3. Add filters such as date range, status, payer, driver, patient, or service area.
4. Choose grouping and sorting where available.
5. Include totals or aggregations when needed.
6. Save the report with a clear name and description.
7. Run, export, or schedule the report according to your role.

Location fields are available for custom reports: pickup latitude, pickup longitude, drop-off latitude, and drop-off longitude, for geographic confirmation or audit analysis. Use the smallest field set that answers the business question — reports containing patient or location data should be shared only with authorized recipients.

Workflow automation

The workflow feature automates repeatable actions triggered by platform events. The first supported automation is:

Trip completed → generate the trip report → upload it to Google Drive → send an email notification.

Supported workflow actions include:

• generate a trip report;
• run a saved report;
• upload a file to Google Drive;
• send an email.

Workflow actions run asynchronously and may retry transient failures. A Google Drive or email outage should be reviewed in workflow run history — it does not necessarily mean the underlying trip failed. See Integrations & Live Features for how to connect Google Drive and set up a workflow, and use least-privileged integration accounts so protected information only reaches recipients who are authorized to receive it.