Broker Solution Reports

Custom Reports

Most customizable report, can use variety of filters for dates and specific statuses. Various columns available, see breakdown here:

https://help.portpro.io/s/article/Custom-Reports

Currently the only report able to be saved and sent out as recurring emails to clients or internal users.

Load Master

Replaced by Custom Reports. Various columns available, see breakdown here: https://help.portpro.io/s/article/Load-Master-Report-Columns

Carrier Transaction Report

Displays data on each carrier including the following:

Whether they use PortPro’s full software or the lite broker portal provided version

If their password is set for the carrier portal

Date and time of first login

Tenders pending, accepted, and rejected

Loads Invoiced

Appointments set for pick up, delivery, and return

Number of Pods uploaded

Number of documents per load

Expense Report

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

Pricing Breakdown

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

Completed

Approved

Billing

Unapproved

Rebilling

Partially Paid

Paid

Provides line by line charge breakdown of each load.

Invoice Breakdown

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

Vendor Pay Breakdown                        

Shows all accepted bills from vendors with the following data columns:

Load #

Charge Set #

Vendor Name

Load Create Date

Vendor Invoice Date

Total Amount

Charges broken down ex Base Price, Chassis, Fuel

CSR

Terminal

Reference #

Consignee

Vendor Bill #