Reports Overview

Overview of each report and the top insights you can get from them.

Find what you need easily:

All Reports Summary

• Carrier Specific Reports
• Broker Specific Reports

FAQ

Reports Summary

A - Orders Profitability Report

This report provides a comprehensive analysis of order counts, revenue, and costs across various dimensions, including order status and customer.

Use it to get insights like:

• Your revenue and cost breakdown for each customer
• Detailed breakdowns of orders by various filters, like order date, customer name, CSR, and more

B - Customer Summary Report

This report offers a detailed breakdown of orders by customer, including timeframe comparisons. It focuses on delivered orders and provides insights into order counts, revenue, costs, margin, weight, skids, and mileage.

Use it to get insights like:

• Changes in revenue and costs compared to the previous month or year
• Your margin on orders for each customer

C - Month Over Month Report

This report lets you analyze month-over-month trends of delivered order metrics, including order counts, revenue, costs, margins, and weight.

Use it to get insights like:

• How many orders do we have compared to a previous month or year
• Detailed breakdown of month-over-month data for specific customers or order tags

D - Week over Week Report

Track week-over-week variations in order metrics like order counts, revenue, costs, margins, and weight for informed decision-making.

E - Standalone Orders Lane Profitability 

Explore order metrics by dimensions such as order status and customer, and leverage filters to focus on specific origin and destination attributes, all while viewing order data on maps.

Use it to get insights like:

• Which lanes are most profitable for you 
• Where are the majority of your orders originating from and being delivered to, and how does this impact your profitability

I - Quote Win/Loss Report

This report contains a breakdown of quotes that were won, the time between quoting and invoicing, win percentages, and total quote counts, all organized by customer.

K - Claims Report

This report offers a comprehensive view of all order claims, providing details on the total number of claims, open claims, resolved claims, and a breakdown by customer.

L - New Customers Report

This report provides insights into new customers within a specified date range, offering counts of customers and their corresponding order counts, along with summarized data on quoted and allocated earnings.

M - Inactive Customers Report

This report provides insights into customer activity by displaying the number of days since the last order was booked. You can use the filter 'Days Since Last Order Booked' to define inactivity based on a specified time frame (default is 30+ days).

Use it to get insights like:

• Which customers have not placed an order in the last 30 days or more
• How many days have passed since the last order was created for a specific inactive customer

N - Customer Accessorials Report

This report offers insights into accessorials, including the top 10 by revenue, a comparison of quoted vs. invoiced orders with accessorials, and a breakdown by customer.

Use it to get insights like:

• Which accessorials generate the highest revenue for our business
• How do the quoted and invoiced accessorial amounts differ for specific customers

O - Orders Problems Report

This report provides a summary of order problems by customer, offering details on the total number of problems, resolved problems, and open problems.

Use it to get insights like:

• The number of order problems have been reported by each customer
• The current number of unresolved order problems for specific customers

P - Commissions Report

This report provides a breakdown of order revenue by people on commission, allowing you to see top performers, pending amounts, billed amounts, total amounts, and a detailed breakdown of commissions.

Use it to get insights like:

• The top-performing salespeople or CSRs based on revenue
• The pending and billed commission amount for specific team members

Q - Manifest Payables Report

Assess bills owed to drivers or partner carriers, offering detailed bill information for both driver and carrier manifests.

Use it to get insights like:

• How much do we owe to specific drivers for a particular period based on dispatched manifests?
• What are the bill details for carrier manifests completed within the last month?

R - On-time Legs Report

This report provides a breakdown of orders and legs by punctuality, offering insights into on-time performance for various aspects of your operations.

Use it to get insights like:

• The number of orders that were delivered on time, early and late
• The on-time performance for specific legs, such as deliveries, origin arrivals, and pickups

S - Mode Summary

This report provides a breakdown of orders by order "mode," categorizing them into Cube, LTL (Less Than Truckload), and FTL (Full Truckload), offering insights into the distribution of orders across different modes.

Use it to get insights like:

• The proportion of orders classified as LTL, FTL, or Cube
• The order count and revenue trended over time for each mode, especially FTL and LTL

T - Orders / Origins / Destinations

This report visualizes orders mapped by origin and destination, providing insights into the geographic distribution of your orders.

Use it to get insights like:

• The states that have the highest order counts, revenue, and weight for your shipments
• Map representation of orders based on their origin and destination points

U - On-time Order Performance by Customer

Assess on-time order performance by customer, providing insights into the timeliness of order deliveries and pickups for different customers.

Use it to get insights like:

• The number of orders delivered on time for specific customers
• Performance analysis for a particular customer's orders

W - Accounts Receivable

This report provides a detailed breakdown of open invoices by customer, offering insights into the accounts receivable for each customer.

Use it to get insights like:

• How much do specific customers owe in open invoices
• Breakdown of overdue invoices for a particular time period

Y - Accounts Payable

This report offers a detailed breakdown of open bills by partner carrier, providing insights into the accounts payables owed to your partner carriers.

Use it to get insights like:

• What is owed to specific partner carriers in outstanding bills
• Breakdown of overdue bills for a particular partner carrier

 

🚛 Carrier Specific Reports

Reports made for trucking companies.

F - Driver Manifest Profitability with Hours

Explore driver-specific profitability insights, including metrics such as costs and per-hour performance, to gain a comprehensive view of driver effectiveness.

Use it to get insights like:

• Which drivers are assigned to the most profitable trips
• Revenue per mile and cost per mile breakdowns by each driver
• Average weight and skids per trip

H - Dispatcher Manifest Profitability

Explore leg and manifest data, including mileage counts, revenues, costs, and margins, all grouped by Dispatcher, facilitating in-depth analysis of your operations.

J - Wait Time Report

This report reveals insights into the average and total wait times experienced by drivers between their arrival and pickup or delivery, categorized by customer.

Use it to get insights like:

• Which customers have the longest average wait times for pickups or deliveries
• What is the total wait time for specific customers during a particular timeframe

X - Equipment Manifest Profitability Report

This report provides insights into legs and manifests profitability, focusing on equipment-specific data, including total legs, revenue, cost, margin, manifest miles, and various other profitability metrics.

Use it to get insights like:

• The profitability breakdown for each equipment type in our operations
• The summary of total revenue and cost per mile for specific equipment

Z - On-time Leg Performance by Driver

This report provides insights into the on-time leg performance of drivers, focusing on pickup and delivery performance metrics across orders. 

Use it to get insights like:

• The punctuality of drivers in terms of on-time leg performance for deliveries
• Summary of pickup and delivery performance for specific drivers within a given time frame

📦 Broker Specific Reports

Reports made for brokerage.

V - On-time Leg Performance by Carrier

This report provides a breakdown of on-time leg performance by carrier, offering insights into the punctuality of both pickup and delivery legs for various carriers.

Use it to get insights like:

• On-time performance among different carriers for pickup and delivery legs
• Detailed analysis of on-time performance for specific partner carriers

G - Carrier Manifest Profitability

Gain insights into carrier manifest profitability with detailed metrics such as the number of legs, total revenue, cost, margin, margin percentage, manifest miles, revenue per mile, cost per mile, and more. 

Use it to get insights like:

• Which carrier is the most cost-effective based on margin percentage
• Which carriers have the highest costs
• Average weight and skids per trip for each carrier
• Total revenue generated by each carrier for the specified manifest dates
• The number of trip mileage between each of your carriers

 

FAQ

How often are reports refreshed?

Reports are refreshed every 15 minutes and show the last refresh time. 

 

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