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Improved Custom Reports
Improved Custom Reports
Updated over 2 months ago

Streamlined Reporting: Trips & Loads

Great news! We've revamped our Reports to enable users to customize their experience. Now, you will find Trips and Loads reports on separate pages, making it easier for you to access and analyze the data that matters most to you.

  • Trips Custom Report: A dedicated space for all your trip-related data. Check it out here!

  • Loads Custom Report: Tailored for a detailed view of your load data. Visit the new report here.

We've redesigned these pages for clarity and convenience, allowing you to switch effortlessly between Trips and Loads data.

Enhanced User Interface

In the Loads Custom Report, we've moved the "Import" and "Imported" buttons to the top right of the table. This new placement ensures that these essential features are always within reach.

Simplified Data Columns

To streamline your reporting experience, we've removed the following columns from both Trips and Loads reports:

  • Loaded Miles

  • Empty Miles

  • Total Miles

This change is aimed at focusing on the most relevant data, making your reports more concise and easier to interpret.

Improved Report Customization

We've also optimized our report features. The "By Trip/By Load" toggle switch is no longer necessary, thanks to our new, separate report pages. Plus, we've reallocated certain buttons like "Import" and "Imported" exclusively to the Loads Custom Report for better report customization.

  • Column Name Changes:

    Updated column names on both Trips and Loads Custom Reports:

Current Name

New Name

Paid Loaded Miles

Loaded Dispatch Mileage

Paid Empty Miles

Empty Dispatch Mileage

Paid Total Miles

Total Dispatch Mileage

Billable Amount

Customer Revenue

Billable Accessorials

Customer Accessorials

External Board Rate

Posted Carrier Rate

Payable Amount

Driver Rate

Payable Accessorials

Driver Accessorials

Pick Date

Scheduled Pickup

Drop Date

Scheduled Delivery

Customer Rate

Customer Freight Charge

Carrier Rate

Carrier Rate

Amount Paid

Customer Payments

Paid Date

Customer Payment Date

Due Date

Customer Due Date

Funded Amount

Factoring Payments

Funded Amount Fee

Factoring Fee

Escrow Amount

Factoring Escrow

Sales Commissionable Amount

Commissionable Amount

Last Check Call

Last Check Call

Date Dispatched

Dispatched Date

Invoice Date

Invoiced Date

Sales Difference

Gross Margin

Payable Detention

Carrier Detention

Payable Lumper

Carrier Lumper

Payable Late Fee

Carrier Late Fee Reimbursement

Payable Other Accessorials

Carrier Other Accessorials

Receivable Detention

Customer Detention

Receivable Lumper

Customer Lumpers

Receivable Late Fee

Customer Late Fees

Receivable Other Accessorials

Customer Other Accessorials

Base Rate

Customer Linehaul

Fuel Surcharge

Customer Fuel Surcharge

Carrier Bill Due Date

Carrier Invoice Due Date

The labels on the totals displayed at the table footer have been updated and clarified for better understanding.

Current Name

New Name

Billable Total

Total Customer Revenue

Carrier Total

Total Carrier Rate

Sales Margin

Gross Margin %

Sales Diff

Gross Margin

Trip Value Total

Total Trip Value

Loaded RPM

Avg. Loaded RPM

Total RPM

Avg. Total RPM

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