How to generate and export daily sales reports from Badgermaps

If you’re managing a sales team out in the field, you know the drill: your reps need to log their visits, and you need to see who’s selling what, where, and when. But getting good, usable sales data—especially daily reports—shouldn’t feel like pulling teeth. If your company uses Badgermaps, you’ve got a head start. But figuring out how to actually generate and export daily sales reports? That’s where things can get murky.

This guide is for sales managers, ops folks, or anyone who just wants to get clean, daily sales data out of Badgermaps without a bunch of headaches. No fluff, no hype—just the steps, the limitations, and a few tips to make your life easier.


Before You Start: What You Can (and Can’t) Do with Badgermaps Reports

Let’s get the expectations out of the way first:

  • Badgermaps is built for route planning and customer management on the go, not for advanced reporting. The export features are there, but they’re basic.
  • You can pull daily activity data (like visits, check-ins, notes, and sales made per day), but don’t expect a fancy dashboard or in-depth analytics.
  • You’ll probably need to do a bit of Excel wrangling if you want clean, tailored reports.

If you need a super-polished, automated report every morning at 7am, Badgermaps alone probably won’t cut it. But for straightforward daily sales tracking, here’s how to get what you need.


Step 1: Make Sure Your Team Is Logging Sales Data Properly

Before you even think about exporting anything, check that your reps are actually entering the right data into Badgermaps.

What to check: - Are reps recording sales amounts and details in the “Check-In” or “Notes” fields for each visit? - Is everyone using consistent formats (e.g., always entering “Sales: $500” at the start of a note)? - Are they logging activities as they happen, or batch-entering them at the end of the day (which can mess up timestamps)?

Pro Tip:
If your team is all over the place with data entry, your exports will be a mess. Take a day to set a standard—maybe share a simple template for how they should write sales notes.


Step 2: Navigate to the Reports/Export Section

Here’s how to find the export feature in Badgermaps:

  1. Log into your Badgermaps account from a desktop browser. The mobile app is great for reps, but exporting reports is much easier (and sometimes only possible) from the web dashboard.
  2. Go to the “Check-ins” or “Activity” tab—the wording may differ depending on your account or updates, but you’re looking for the section that logs visits, check-ins, and notes.
  3. Look for an “Export” or “Download” button—usually at the top right of the activity list.

Heads up:
If you don’t see these options, you might not have admin or manager permissions. Ask your account admin to grant you access or pull the report for you.


Step 3: Set Your Filters for a Daily Report

Badgermaps will show you a big list of activities by default. You’ll want to filter it down to just today’s (or yesterday’s) sales.

  1. Use the date picker or filter tool to select the specific day you care about.
  2. Most likely, you can pick “Today” or set a custom date.
  3. (Optional) Filter by rep, territory, or customer if you need to narrow things down further.
  4. This is handy if you want, say, only Alice’s sales for June 5, or all sales in the West Region.

What doesn’t work:
There’s no way to automatically schedule daily exports or have them emailed to you. It’s a manual process each time. That’s just how Badgermaps is set up right now.


Step 4: Export the Data (Usually as CSV)

Once your filters are set:

  1. Click the “Export” or “Download” button.
  2. Most likely, you’ll get a CSV or Excel file. (CSV is the default for most accounts.)
  3. Save the file to your computer.
  4. Open it in Excel, Google Sheets, or whatever tool you prefer.

Reality check:
The exported file won’t be pretty. Expect a raw data dump: lots of columns (customer name, address, rep, check-in time, notes, etc.), some blank cells, and maybe a few columns you don’t care about.


Step 5: Clean Up and Organize Your Report

Now’s the part where you turn Badgermaps’ raw export into something actually useful.

Here’s what to do:

  • Delete columns you don’t need. Focus on date, rep name, customer, sales notes, and any custom fields your team uses.
  • Sort or group data by rep, territory, or whatever matters to you.
  • Extract the sales numbers. If reps enter sales as “Sales: $500” in their notes, use Excel’s text functions or filters to pull out those numbers.
  • Create a summary table if you want totals or a quick overview.

Pro Tip:
If you do this every day, record a macro or make a template in Excel/Sheets. It’ll save you tons of time.


Step 6: Share or Archive the Report

You’ve got your cleaned-up daily sales report. Now:

  • Send it to your team, boss, or whoever needs it.
  • Attach it to an email, drop it in Slack, or upload it to your shared drive.
  • Save a copy with a clear filename, like 2024-06-09_SalesReport.csv. Don’t let these pile up nameless on your desktop.

Common Pitfalls (and What to Do About Them)

Let’s be real: the process isn’t perfect, and here’s what can trip you up.

1. Inconsistent Data Entry - If reps use different formats (“$500 sale” vs. “Sold: 500USD”), you’ll have a hard time filtering and totaling sales. - Fix: Standardize! Make a one-page guide for your team, and check their entries for a week.

2. Missing Data - Some reps forget to log sales or only write “Visited” in notes. - Fix: Set clear expectations. Remind your team what counts as a “logged sale.”

3. Export Limitations - You can’t schedule exports or get fancy dashboards. What you see is what you get. - Fix: Use Excel/Google Sheets for any advanced analysis. If you need more automation, look into connecting Badgermaps with other tools using Zapier or similar (but this is a project in itself).

4. Permissions Issues - If you can’t see or export all reps’ data, it’s probably a permissions thing. - Fix: Talk to your Badgermaps admin.


What to Ignore

  • Don’t waste time looking for built-in analytics or report scheduling. Badgermaps isn’t a BI tool.
  • Don’t expect perfect exports. You’ll always need to do some cleanup, unless your team’s data entry is flawless (it never is).
  • Don’t try to do this from the mobile app. The web dashboard is far more reliable for exports.

Wrapping Up: Keep It Simple, Iterate as Needed

Getting your daily sales numbers out of Badgermaps is absolutely doable—as long as you keep your process simple, set some ground rules for your team, and get comfortable with a little spreadsheet work. Don’t get sucked into chasing the perfect automated report. Start with basic exports, clean them up, and improve your process a bit each week. If you really hit the limits of what Badgermaps can do, you can always bolt on other tools later. For now, focus on getting consistent data, and don’t overthink it.