Reports - Overview of the Default System Reports

The Reports section includes a set of default system reports that are ready to use right out of the box. These reports are designed to give users quick insights into key areas without needing to build anything from scratch. Below is a list of the available reports along with a brief overview of what each one does.

Aging

Shows all aging (unpaid) invoices over various time ranges. Users can filter by one customer at a time.

Carrier Transaction Report (For Brokerage & Hybrid Users only)

Admin Dashboard

Presents data from loads, such as number of containers pulled and delivered over a selected date range. Charges show from everything completed + billed on that day. Users can filter by customer for loads and charges data.

Admin Dashboard 2

Shows # of loads, deliveries, etc with driver details and offers a filter by customer and other specifications.

Clock Report

For drivers required to clock in, this shows an overview of their clock in days. See ClockIn-ClockOut report for daily times.

Charge

Only report that can filter by the sales agent assigned to the customer profile, shows invoice charges broken down. Displays columns above, can add dates based on AR statuses from completed to full paid and filter by sales agent. One customer does have to be chosen to run this report.

Charge 2

This report does not require customer selection and displays more columns in terms of charges. The data pulls from the billing date.

Charge 3

Pulls from billing date and includes more accessorial categories versus Charge 2 such as discount, commodity weight.

Charge 4

Includes all accessorials of Charge 3 + dates of events (delivery, etc.).

Expense Report

Pulls expenses from the Driver Pay & Expenses tab of loads. These expenses can be manually added or set up in Accounts Payable - Dynamic Expenses.

Customer Revenue

Shows customer revenue per lane by city. Users can not download, but can be copied and pasted to a spreadsheet.

Driver Pay Summary Report

Any finalized driver settlement totals will show on this report.

Driver Revenue

Shows legs, loads, and revenue per driver. Pay is only shown if approved.

The % field is the ratio of the total miles to revenue.

Driver Profitability is pay to revenue percentage, example customer was billed $1,000 and we pay driver $500, this number would be 50%. Stand by time is calculated as 0.07% of the total miles. Total Days is the span of days worked, so if a driver worked on Dec 1 and then did not work again until Dec 4, the total days would be 4.

Forecast Report

The following data is displayed and can be filtered by port, consignee, customer, CSR, and terminal to see a snapshot of upcoming moves and containers approaching LFD or cut off:

• Container Vessel ETA
• Total Pick Ups At Port
• LFD
• Containers with LFD and No Pick Up APT
• Pick Up Apts
• Total Delivery Apts
• Containers with Return APT
• Exports with Cut Off

Clicking on the number in the row will display the associated loads.

New Driver Revenue

Similar to Driver Revenue, this report also only shows approved driver pay. The Stand By Time is calculated differently by times between loads and waiting time at port, delivery, etc.. For example, a driver ends one move at 4PM then the next move doesn't start until 6PM. This would be a 2 hr stand by time. This report also has a “view detail” column to see the loads included in the data.

Leg Type Report

Shows pick up and delivery legs per load with timestamps and addresses.

LFD Report

Shows all loads pending or available without a pick up appointment date that have a last free day present.

Loads Report

Basic loads overview with status, customer, delivery location, and other data.

Load Report Pricing

Displays invoiced loads charges with customer, container # and reference #.

Pricing Breakdown

Provides a breakdown of billing, by various charge set / invoice statuses. Users can customize by complete or billing date for loads, along with the following statuses:

• Completed
• Approved
• Billing
• Unapproved
• Rebilling
• Partially Paid
• Paid

A line by line charge breakdown is provide of each load

Invoice Breakdown

Same as Pricing Breakdown, only additional column is the Reference Number.

Productivity Report

Provides day and night shift overview of appointments scheduled, loads worked (outgate, delivery, ingate), and overall drivers worked and their average # of loads.

Productivity Report 2

Displays same information as Productivity plus total moves and the count between empty and loaded moves.

Return Report

Containers will show on the return report if the following conditions are met:

• Container status is available
• Return Day is set in load information
• Routing has no dispatch assignment (all container moves are not yet dispatched)

Once a driver is assigned, the load falls off the report.

Revenue Report

Pulls charge set / invoice charges (whether invoiced or not) for loads created in the past week. These are split into the base rate and a total column for extra charges (accessorials).

Status Driver

Shows calendar of all driver moves at the time their leg started. Just for visibility purposes, the loads can not be accessed from this report.

Support Move Report

This report pulls automated support moves if enabled. These moves consist of system identified bobtails and chassis transfers. An example is if a driver dropped a container at Warehouse A then did a bobtail to Warehouse B to pick up an empty. The report would show a Bobtail Transfer with Start Location as Warehouse A with a timestamp and the End Location as Warehouse B.

Summary Report

Vessel Report

Basic ETA report including load #, container #, load status, ETA, LFD, pick up date, port, delivery location, and voyage # (under Vessel column).

Profitability Report

Shows profitability per load. Dates pull from the load creation date and this report can be filtered by customer, driver, charge name, and terminal. Driver pay will only show if approved. Expenses will also show on this report and be taken into account for the margin.

Chassis History

Displays chassis usage dates from when the container is pulled to return. Does not show Hook Chassis and Chassis Termination dates, these can be pulled from the Load Master report.

Clock In / Clock Out Report      

Driver clock in and out times with time worked duration and location from the driver app.

External Charge

Shows invoices to customers with amount charged, outstanding amount (left to be paid), and Customer Number derived from API if connected or Quickbooks ID.

On-Time Performance Report

Each load leg from pickup to delivery to return displays whether the driver was on time according to their app timestamps versus the scheduled time for the appointment. Users can be filtered by date, location of the leg, driver, terminal, and whether the container arrived on time or not. Driver is considered on time if they arrive within 10 minutes early or late of the start of the appointment window.

Credit Memo

Shows status and amount of all credit memos created from AR - Credit Memos.

On-Time Performance Report

Vendor Pay Breakdown (For Brokerage & Hybrid Users only)

Equipment Issues

Displays driver submitted equipment issues from app including the applicable load #, container #, chassis #, truck # and the issue type with notes.